[GNC] Filtering reports on contents of Memo field

Michael Hendry hendry.michael at gmail.com
Thu Feb 11 06:32:55 EST 2021


> On 11 Feb 2021, at 00:36, Adrien Monteleone <adrien.monteleone at lusfiber.net> wrote:
> 
> Transaction Report, not Account Report.
> 
> Regards,
> Adrien

Thanks, Adrian.

D’oh!

I don’t know why I’ve never used the Transaction Report before, it provides all the sorting and totalling I need (by intended destination for reports to the club, and by member’s name for Gift Aid).

It has also revealed that I didn’t need to use the “M: name” in the memo field, as “name" on its own is quite enough. And if I’m inconsistent in the spelling or format of the name, or leave the name out altogether, this will be revealed by the Transaction Report when sorted in Memo order.

Marvellous! What a boon this list is.

Michael



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