I think it would still consolidate exact matches. The problem would be
if you weren't consistent in how you typed the info.
Otherwise you'd have to use the Filter option with a saved report for
each member.
Regards,
Adrien
On 2/7/21 12:22 PM, Stephen M. Butler 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.
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.
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