This is an umbrella task for collecting the reports that need to be set up in the new CRM.
It should make it clear if a report is being used for a dashboard, a yearly report or as a mechanism for taking action.
Initial ideas
- [Exported report] Transactions and gift summary reports for Opad
- [Exported report] Giva Sverige
- [Exported report] Diversity report
- Gender distribution of members
- Gender distribution of volunteers
- Gender distribution of donors
- Geographic distribution of members - likely a postcode export to run through some service.
- Geographic distribution of volunteers - likely a postcode export to run through some service.
- Age distribution of members
- Age distribution of volunteers
- [Action] Automatic report for volunteer candidates approaching the GDPR purging date (to trigger request for renewed consent).
- [Action] Membership requests asking to pay by invoice
- [Dashboard] Fully paid members per year
- [Dashboard] Membership length (bucketed by years)
- [[ https://wikimediasverige.lightning.force.com/lightning/r/Report/00OSo000007cCAbMAM/view?queryScope=userFolders | [Action] Commitments with a Next Transaction Date more than 1 week ago. Usually an indication that someone went wrong with the payment. ]]
- [Action] Accounts with multiple (active) memberships. Usually an indication that someone tried to become a member twice and needs to be investigated.
- [Dashboard]