Best way to view different types of EFT memberships
What is the best way to view sales of different types of EFT memberships in either General Reports or Sales Summary Grid? Or other reports? I would like to see the sales for each type instead of it all being lumped together as 'monthly dues'
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There is no simple method since all billed amounts are bundled into the same "Dues product".
One option... select all your EFT members (Data Entry -> Adv Search -> EFT). Then Reporting -> Print Displayed List. Open the list in Excel. You can then sort on the dues product and sum as required.
"One option... select all your EFT members (Data Entry -> Adv Search -> EFT). Then Reporting -> Print Displayed List. Open the list in Excel. You can then sort on the dues product and sum as required."
This what I have been doing up to this point. We have a fair amount of different EFT products and separating them monthly is a bit of work.
We are considering switching all of our Youth Programs to EFT only. Which would significantly increase the number EFT products and make separating them an even bigger job with more room for error. Any other solutions?
For YPG you should be using add-on product as part of their billed memberships - NOT putting their YPG into the dues. See the "add-on" product section on their Membership tab.
This allows the YPG be tracked correctly and will allow the reporting you desire on those products.
You could have different add-on products for each YPG if you desired.
The entire YPG system is designed to track payments based on add-on products.
Hope this helps
That helps! Thanks!
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