[GNC] Filtering reports on contents of Memo field

[Adrien Monteleone]

If you are treating members as 'customers' then you may have other 
options. Otherwise, you'd have to go through the equally tedious task of 
setting up sub-accounts for each member, or creating a saved report 
configuration for each member.

The Transaction Report does offer filtering capabilities that you can 
use on a Memo field for that last option.

Another alternative for a consolidated report might work:

The Transaction Report also lets you sort by the Memo field, so if you 
choose only the Gift Aid account, and the Memo starts with/contains only 
the Member names, you might be able to get subtotals for each member. 
(if that is what you are looking for)

In either case, no need to filter date range for the account view first, 
you'll do that in the report options.

If you want individualized reports per member, then you can still use 
that last option, but you'll need to save each as a Report Configuration 
and just name it for each Member. Then run them one at a time as needed.

Hope that helps.

Regards,
Adrien

On 2/6/21 5:56 AM, Michael Hendry wrote:
> Our Rotary Club hasn’t been able to meet in the flesh since the beginning of Covid, and we haven’t been able to run any fundraisers.
> 
> One of our members suggested that each of us might consider donating the cost of the meal (and the associated glass or two of wine|) to the club’s charity account as a way of keeping some money coming in. As this is entirely voluntary and comparisons would be invidious if issued in reports, I’ve recorded the chosen a chosen destination in the description field of each transaction, and recorded the donor's name in the Memo. This way I can simply exclude Memo from reports.
> 
> I’m now looking at making a Gift Aid claim for all these donations at the end of March, and I’ve found that the Spreadsheet I created to keep track of the Gift Aid side of the accounts has got out of step with the Gnucash record.
> 
> I’ve managed to reconcile these by opening the account which receives these donations, filtering by date, using Find to pick up one member at a time in this account in the Memo and Reporting the findings (which provides a total in addition to the individual donations).
> 
> This is a tedious and error-prone procedure which I would like to be able to automate.
> 
> As far as I can see, there isn’t a way of setting up multiple such reports in advance and running it at the end of the tax year (or indeed as an ad-hoc report during the year) to get it all done in one go, and I’d have to export the account to CSV and sort by Memo to separate the donations by member, and then extract the total-contributions-by-member to generate the Gift Aid Claim.
> 
> That’s unless one of you wise ones can suggest another route…
> 
> Perhaps more in hope than expectation,