YR over YR Summary Report
I am stumped! I am trying to make my current (basic) YOY report better. I have several "clubs" and each of them have new enrollments, membership renewals, and cancellations. I have not had a probl...
Forum Discussion
How is your data for each 'event' setup? Do you have 1 record that tracks the enrollment date, renewal and cancellation all as one record - or is each a separate record like a 'log'?
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Chayce Duncan
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I have all of the member info entered into one table - [NAME] [CONTACT INFO] [MEMBERSHIP #] [ENROLLMENT DATE] [STATUS] and then I have a child table of all "transactions" - [DATE] (enrollment, renewal, cancellation) (if applicable) [COMMENTS]. The [STATUS] field changes according to the transactions. Is this what you needed?
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Kim Cameron
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So each 'event' is it's own record and unique timestamp correct? How are you grouping the summary report to currently report on your numbers? Are you using the [Date Created] or [Date] of when the event was recognized? Your data structure sounds like it's what you need where you can summarize the # of events by the date of the event and group by the type - can you explain a little more about what the specific issue is or provide a screenshot of the report settings?
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Chayce Duncan
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