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Report - use of discount codes
A simple count on the Discount Codes screen to indicate how many times used.
An advance option would be a report, also showing which accounts had accessed the code.
Event reporting
Create a report that lists events over a set period and shows registrations vs attendances, total invoiced etc
Dashboard and customised reporting
Build out the dashboard to show useful reporting on key metrics rather than having to export data and manipulate each time similar to SalesForce's home dash board and ...
Custom Reports and Automated sends
Development of a custom reporting feature that enables users to:
Create custom reports with filters and groupings
Schedule automatic refreshes of these reports ...
Include custom fields in a saved profile filter
Allow custom fields to be selected for inclusion in an export as part of a saved profile filter.
Report to show member profiles with NO interactions
Option in reports to pull a report of Profiles with NO interactions".
I find when people are registering for an event and they do not quite finish their ...
Default display results 100 not 10
When managing/looking through a list of profile data, I want to see the maximum results, not click through 10 at a time. It's all text, so it doesn't slow things down ...
Point in time reporting - create a report that tracks membership for specific dates
I'd like to be able to report on membership numbers at any point in time. For example, on the 3rd of April, I'd like to be able to create a report that shows how many ...
Query/report on LastLogin field
It would be great to be able to query upon or at least include the LastLogin date field in profile data exports. We have had requests to know how often members are ...
Add "Not Paid for an Event" to the filters for Broadcast Emails
In Communications - Send Broadcast email, could you please add "Not Paid for Event" to the current list of filters?
Registered for event ✔️
Not registered for ...
Field Chooser in reporting - so not all details are downloaded
Field chooser in reporting. Currently what ever report you download, includes ALL the personal details of the profiles rather than potentially just their name and ...
Shop Purchases on the Dashboard should show most recent first
I need to know what purchases have been made now, not last year. The way it appears now I have to scroll to find the most recent shop purchases. I can't find a way ...
More customisation in the Intel
Have more reporting options in the Intel.
Membership: Currently, membership is reported by percentage, but it would be able to see at a quick glance how many ...
Gender to be included as a Filter option
Occasionally, emails need to be sent to just one specific gender. At the moment, there is no way to do this from the Comms module using the in-built filters. The only ...
Custom Fields - where we can use a date to filter information
For example - I have to add in custom fields for accreditation documents, that would have an expiry date. For example First Aid Certificates. First Aid certificates ...
Ability to use saved filters anywhere the filtering option exists
Ability to use saved filters anywhere the filtering option exists, in the Intel section for example.
Membership add-ons as a report filter
A client would like to be able to see how many members have taken up a membership add on and report it the same as you would primary membership categories.
Can we ...
Add Ons Included in Profile Data Reports
Being able to report add-ons saved against each member account in the Profile Data reports so we can track who has what. Will help for invoicing for the next ...
Be able to filter by NOT in a directory
We would like to encourage people to add themselves to the Directory, but there is no way to send comms to Members who are NOT in the directory. I can see that it is ...