[GNC] Detailed Search

[sunfish62 at yahoo.com]

I use the approach that Tommy describes for my charitable donations and it works pretty well for comparing a moderate number of entries. I created two reports that are identical except for the date range (one for current year, the other for previous) and put them side by side on a multi column report page, which I also saved. Now, when I want to see whether I'm up to date with contributions, I run the saved multicolumn report. 

I'm not certain about how well it scales, but even with 300 entries, it could be addressed in a reasonable time. 

⁣David T. ​

On Sep 8, 2024, 3:19 AM, at 3:19 AM, Tommy Trussell <tommy.trussell at gmail.com> wrote:
>On Sat, Sep 7, 2024 at 3:50 PM Gareth Davies via gnucash-user <
>gnucash-user at gnucash.org> wrote:
>
>> All the members have their names and membership numbers entered on
>one
>> line.
>>
>> I can do a search using their individual membership no or names, but
>that
>> only brings up the payment history for that one person.
>>
>> To do that for over 300 members would be a nightmare
>>
>
>The most certain way to handle it would be to create a separate account
>in
>GnuCash for each member and use something like the budget reports to
>generate lists, but it sounds like that would be a great deal of effort
>with 300 members.
>
>Given the way you describe entering the membership information (names
>and
>membership numbers OR membership numbers and names -- hopefully you
>were
>consistent from year to year!) I suggest you can generate a Transaction
>report on whatever asset account(s) you used to receive the membership
>money, sorted by whatever line you used to enter the information
>(Description, Notes or Memo, for instance) and generate that report for
>a
>period of two years. Looking through it, you should be able to quickly
>see
>the folks who have only one entry for the two years.
>
>You may need to go back and do some clean-up of your data to enforce
>some
>consistency, and distinguish between people with similar names or
>mis-entered membership numbers.
>
>NOTE this should still work fine if you received money into separate
>accounts (checking, Venmo, PayPal) as long as you were consistent in
>the
>way you entered the information about each member.
>
>
>>
>> > On 7 Sep 2024, at 9:08 PM, Murugan Mariappan
><m.muruganandam at hotmail.com>
>> wrote:
>> >
>> > You need to provide little more details on how you are registering
>> payments. Does the payments have identifiers mapping to members ?
>> >
>> > Best way in your use case is to raise invoices to each member and
>update
>> payments so that you can track the invoices for payment.
>> >
>> > Regard
>> >
>> > Murugan
>> >
>> >
>> >> On 07-09-2024, at 15:42, Gareth Davies via gnucash-user <
>> gnucash-user at gnucash.org> wrote:
>> >>
>> >> Hi,
>> >> As the Treasurer of a Club, I have been asked by the Membership
>> Secretary to find out from the Membership Fee section, who hasn’t
>paid
>> their Subscription for this year.
>> >>
>> >> My question is, is there a way to compare this year’s payments to
>the
>> previous years, to find out who hasn’t paid.
>> >> TIA
>> >> Sent from my iPad
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