[GNC] Filtering reports on contents of Memo field

[David H]

Michael,

Date range is on the General tab of the Transaction report options and
working as far as I can tell ???

Cheers David H.


On Wed, 10 Feb 2021 at 18:39, Michael Hendry <hendry.michael at gmail.com>
wrote:

> > On 8 Feb 2021, at 15:40, Michael Hendry <hendry.michael at gmail.com>
> wrote:
> >
> >> On 7 Feb 2021, at 18:22, Stephen M. Butler <
> Stephen.M.Butler51 at gmail.com> 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.
>
> Date Range isn’t available when adjusting report options, as far as I can
> see.
>
> >>>
> >>> 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.
> >>
> >> --Steve
> >
> > Thanks, Steve.
> >
> > I’ve tried just putting “M: “ in front of a few of the names in the memo
> filed, sorting by memo field and then using Cmd-F to search for “M: “
> contained in the memo field, and that looks promising.
> >
> > The transaction report derived from this won’t produce sub-totals by
> member, but the Gift Aid claim has to be itemised by date so that’s not a
> huge problem.
> >
> > I’ll polish it and report back.
> >
> > Michael
>
> Confirming that this procedure allows me to produce a single report that
> covers my needs, with each member’s Gift-Aid-claimable donations listed in
> alphabetical order, and takes account of the fact that the Income:GA
> account is the parent of several accounts which specify the nominated
> destination for the donations, such as Income:GA:Foundation,
> Income:GA:PolioPlus.
>
> Michael
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