how to pull a report

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natalie

27 Feb, 2018 03:05 PM

Hi,
I am trying to figure out how to pull and export a report that shows year-by-year, YTD

number of members
types of shares sold
revenue

Can you please send me instructions?

Thank you,
natalie

  1. Support Staff 1 Posted by qroth on 27 Feb, 2018 03:34 PM

    qroth's Avatar

    Hi Natallie:

    I would suggest doing a series of invoice exports if you are trying to compare two time periods year to year.

    To get that report, go to - Member Assembler --> Exports --> Export invoices.

    I would run one version of the report for the first year's period and then run the report again for the same period this year.

    There is one invoice per membership per season, so you'll be able to see the number of membership signups during that period by the number of entries in the export. The report includes columns for each share type, so you can total those up to get totals of each share type. The report also includes a "total" column which is the total of the invoice.

    Check out that report and see if it fulfills your needs.

    Q Roth
    Farmer Support

  2. qroth closed this discussion on 27 Feb, 2018 03:34 PM.

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