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Behind the Scenes @ Wild Apricot: Quantifying pictures and numbers

Lori Halley 28 June 2010 0 comments

One thing I love is math. I love reading about numbers. Maybe that's why I love Thomas Pynchon and baseball.

But I also know that as much as I love reading about math, a good part of that is spent scratching an ever-growing thinning patch of hair on the top of my head. I get to a certain point and things fall apart. What started as something logical and that I understood the fundamentals of suddenly become algebra with hieroglyphics. That's one reason why I love sites like Simple Wikipedia, which takes complex ideas and tries to make them accessible.

It's another reason why I like pictures. They may be worth a thousand words, but they can also be worth ten thousand numbers when they are used in graphs. They're not just pretty images that look good on PowerPoint presentations. They can tell you the past and present and help you identify the course the future might take. They take all the science and precision of numbers and give it the insight and lyricism of art.

As I've discussed here, we're going to be releasing a new Financial management module in the next version of Wild Apricot. Part of this is going to include some new reports with some nice features to help you make better sense of your finances.

There are going to be three new reports:  Income, Payments, and Aging Receivables. The Income report lets you see how much money you can expect to have coming in. You can assign a date range and select which types of invoices you want to report on (events, memberships, etc) and their payment statuses. The Payments report works in a similar fashion, but reports exclusively on payments that have been received and lets you choose between online and manual payments.


The Aging Receivables report  will help you track those invoices that have not been completely settled You will get a list of contacts who owe you payments, and the amount of the time that has elapsed since the transaction - you can see who has owed you money over the past 30 days, 31-60 days, 60-90 days, and for over 90 days. It's a great way to keep on top on your finances and make sure that your organization collects on all the money that has been pledged to it.


But wait, there's more!

I mentioned the pictures. First of all, all of these report have built in charts. You don't have to export them to a spreadsheet program to produce the charts or draw them by hand. You can also right-click on them to save them to your computer and then put them in your print materials and slidehows.

There are also two buttons at the top of the page. As always, you can export the report to Excel if you want to work with your data in spreadsheet format. In addition you can also export the report, graphics and all, as a PDF document, which is great for attaching to existing reports and newsletters.


One thing we try to do in Wild Apricot is make everything as easy and fun to use as possible. While some people might not think that pouring over financial reports all day is fun, we're trying to make the whole experience a little easier to deal with so you can get back to what you want to do.

If you want to help make Wild Apricot more fun, more efficient, or just MORE, take a look at some of these Wishlist threads

It's a short week here with Canada Day and then U.S. Independence Day right after it. Go out there and make the most of it!


Originally posted by gvalentino 

Lori Halley [Engaging Apricot] Lori Halley [Engaging Apricot]

Posted by Lori Halley [Engaging Apricot]

Published Monday, 28 June 2010 at 2:22 PM
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