At 08:59 AM 4/18/01 -0700, you wrote:
>>I would like to find out how many members we had for previous years.
>
>The number of members will change from month to month, as people join
>and their memberships expire. I presume that the number of people who
>paid dues within a period of time would work.
>
>>We
>>also have non-members who have contributed to various funds so searching
>>by contributions won't work. I need to be able to specify a date range.
>
>Searching by contributions that have Dues in the Payment For field
>should work. Other contributions should be coded with Contribution or
>Event/Purchase. On the View Payments screen, click the Find button,
>enter your date range in the Post Date field, and Dues in the Payment
>For field. This will find Dues payments within your date range. Click
>the Transfer to Names button, which will jump you to the names file
>and find all the people who made those payments.
I agree this is a good general approach, but it wouldn't find people who were members
for part of a year and then had their membership expire without renewing (or who had a
membership of > 1 yr. duration, if you have that at your org).
What about doing a find on Grace Date and/or Expire Date (depending on your definition
of those two things) to see who had a membership that was active during that year?
So you might do two find requests:
1)As Dave's suggestion above, Dues payments with Post Date 1/1/1999...12/31/1999.
This would get you all memberships started or renewed last year.
2)Dues payments with Post Date <1/1/1999 and Grace Date (or Expire Date, whichever is
more relevant to you) of >1/1/1999. This should give you all memberships that
continued into the year.
Putting the two together should give you everyone who was a member at all during the
year.
Hope this helps,
Matt
Matthew Scholtz
Database and Non-Profit Technology Consultant
2700 Victor St. #2
Bellingham, WA 98225
360/647-0230
Also associated with NPower, Seattle
www.npower.org
------------------
Reminder to each recipient: To change your list account preferences, go to
http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address
you used to subscribe to the ebase support list:: [email protected]
To unsubscribe send a blank email to [EMAIL PROTECTED]
---------------------------------------------------------------------
ebase - Relationship Management for Nonprofits, http://www.ebase.org
---------------------------------------------------------------------
