> On 7 Feb 2021, at 18:22, Stephen M. Butler <[email protected]> > wrote: > > On 2/7/21 10:10 AM, Adrien Monteleone wrote: >> If you are treating members as 'customers' then you may have other options. >> Otherwise, you'd have to go through the equally tedious task of setting up >> sub-accounts for each member, or creating a saved report configuration for >> each member. >> >> The Transaction Report does offer filtering capabilities that you can use on >> a Memo field for that last option. >> >> Another alternative for a consolidated report might work: >> >> The Transaction Report also lets you sort by the Memo field, so if you >> choose only the Gift Aid account, and the Memo starts with/contains only the >> Member names, you might be able to get subtotals for each member. (if that >> is what you are looking for) >> >> In either case, no need to filter date range for the account view first, >> you'll do that in the report options. >> >> If you want individualized reports per member, then you can still use that >> last option, but you'll need to save each as a Report Configuration and just >> name it for each Member. Then run them one at a time as needed. > > What if the Memo field contains "Member: member last, first name" so that > the filter was on the leading "Member: " portion but you still sorted by the > Memo field. Wouldn't each break based on the remainder of that field trigger > a total line? In that way this would be just one report without having to > know if new members were added or removed. > > --Steve
Thanks, Steve. I’ve tried just putting “M: “ in front of a few of the names in the memo filed, sorting by memo field and then using Cmd-F to search for “M: “ contained in the memo field, and that looks promising. The transaction report derived from this won’t produce sub-totals by member, but the Gift Aid claim has to be itemised by date so that’s not a huge problem. I’ll polish it and report back. Michael _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
