Support

I am still struggling with reports.

I can see a money report per event.

I think there is a donor report I can see.

But, how can I run online reports on membership fees, who's paid, who's not, etc.?

Thanks,

Alec

There is no special report now for that since this depends on your setup:

- which membership levels are free and which are paid

- do you auto-approve new members or they go through a manual approval. (They stay in Pending - New if the payment has not been completed)

- how is you renewal workflow is setup (what do you do with overdue members - e.g. move them to a free membership, move them to Lapsed status, move them to Renewal - pending status) See Member+renewals+automation
 

Overall, the idea is that after everything is setup, you should get this right on the Members list page (default one in Members section): members by status and by level

Let us know if this is clear/sufficient - and what else might be of use in terms of reporting.

 

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Dmitry Buterin, Chief Apricot

I guess this isn't clear, yet. Every member system I've looked at has several standard reports, including income or financial reports.

I'd like to see a report that shows renewal status, payment type, payment amount, payment date...

 Is this in the forseeable future?

 Thanks,

 Alec

Alec,

 Thanks for the details. We have many reporting enhancements in our plan but we have been pushing them back to implement some other frequently requested features. We should be able to make a lot of progress on reporting in Q3. If there is any specific piece of data you need urgently and can not find a way to get it out of the current system, let us know and we will see if we can do something about it.

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Dmitry Buterin, Chief Apricot