Hello,
I am making a report showing how many total at the time members with status (active, lapsed, pending) broken down by level for each of these dates:
1/1/2019, 1/1/2020, 1/1/2021.
In addition, I need a total # of members whose constituency includes donor with a paid membership and another list of donors manually added membership from contribution (which may not be in tessitura).for those same dates.
I am having difficulty setting up a dashboard for this.
thank you,
Kerry LaMountain
Hi Kerry,
You can do something like this, but for each single date rather than for a full year or the individual months within a year:
https://community.tessituranetwork.com/topical_groups/tessitura-analytics-for-fundraisers/f/discussions/26680/membership-comparison---number-of-members-each-year/74957#74957
So a Widget filter for Membership Expiration Date, using the Calendar type filter, set From 1/1/2019 to Latest Date, and then a Membership Initiation Date filter set from Earliest Date to 1/1/2019. That will limit the scope of the widget, and the Membership Count, to memberships that were active on that date. Alternative, if you need to get these into a single widget, rather than a widget per year, you can use a Filtered Value for each date that follows the same logic.
Best,Chris
Chris,
Thank you so much!
Kerry