[GNC] Filtering reports on contents of Memo field

[Stephen M. Butler]

On 2/10/21 2:56 PM, Michael Hendry wrote:
>> On 10 Feb 2021, at 18:47, Stephen M. Butler <Stephen.M.Butler51 at gmail.com> wrote:
>>
>> 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.
> Thanks, Steve, but this screenshot says “no”.
>
> https://www.dropbox.com/s/ul04nrhddesniy8/Screenshot%202021-02-10%20at%2022.52.20.png?dl=0

Aha.  I did think you were in the Transaction Report.  I do see that 
Account Summary doesn't have a date attached to it.
>
> I got there by opening the account in question and using Reports->Account Report to produce the report and then clicking the “Options” button. Am I missing an alternative route?
>
> Regards,
>
> Michael
>


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