[GNC] Filtering reports on contents of Memo field

[Adrien Monteleone]

I think it would still consolidate exact matches. The problem would be 
if you weren't consistent in how you typed the info.

Otherwise you'd have to use the Filter option with a saved report for 
each member.

Regards,
Adrien

On 2/7/21 12:22 PM, Stephen M. Butler wrote:
> On 2/7/21 10:10 AM, Adrien Monteleone wrote:
>> 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.
> 
> What if the Memo field contains "Member:  member last, first name" so 
> that the filter was on the leading "Member: " portion but you still 
> sorted by the Memo field.  Wouldn't each break based on the remainder of 
> that field trigger a total line?  In that way this would be just one 
> report without having to know if new members were added or removed.