Altru Ideas

We need a comprehensive revenue report

Currently, there is no comprehensive "big-picture" report on revnue in altru. To track revenue coming in within a fiscal year, you need to use various queries and reports to patch all of the various data together. There is a "Sales by membership" report, but it doesn't include back office transactions because they're not considered "sales orders". It would be better to include these to get a full idea of how different members at different levels of giving are interacting with the institution through admissions, lectures, event registration, and donations. Without those back-office transactions, the data is incomplete and it's very hard to get it all together. 

  • Lauren James
  • Jun 7 2019
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