Hey all!
I'm creating a membership dashboard and the person that I am creating it for wants to know new joins data, active members, lapsed members etc for each financial period. How would I go about doing that, is it even possible?
My colleague and I have tried using 'Initiation/expiration date - days in date' options but the data doesn't appear to be accurate.
My instinct is to create the dashboard using calendar month for the time being, and see if we can convert to financial period once I've done that?
Thank you,
Shanaé
Unless I just create a list for each financial period and filter the widget by the list?
Yeah, maybe that would work. However, that could be a lot of lists for 4 years of monthly membership holders in the past and one year in the future. And then to set the update reports to keep the lists fresh.