Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing 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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