[GNC] Filtering reports on contents of Memo field

[Stephen M. Butler]

On 2/10/21 12:38 AM, Michael Hendry 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.

Should be under the General Tab in 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.
>>>
>>> --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.


-- 
Stephen M Butler, PMP, PSM
Stephen.M.Butler51 at gmail.com
kg7je at arrl.net
253-350-0166
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