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☂Set up reports in new CRM
Open, Needs TriagePublic

Description

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

Related Objects

StatusSubtypeAssignedTask
OpenNone
Openelenorweijmar

Event Timeline

First braindump:

  • [Exported report] Transacations and gift summary reports for Opad
  • [Exported report] Giva Sverige
    • Total number of active volunteers for a given year
    • Total number of volunteer hours for a given year.
    • ...
  • [Exported report] Diviersity report
    • Gender distribution of members/volunteers/donors
    • Geographic distribution of members/volunteers - likely a postcode export to run through some service.
    • Age distribution of members/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)

[Action]Accounts with multiple (active) memberships. Usually an indication that someone tried to become a member twice and needs to be investigated.

[Action]Committments 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.

https://wikimediasverige.lightning.force.com/lightning/r/Report/00OSo000006hwLRMAY/view

Lokal_Profil added a subscriber: elenorweijmar.

@elenorweijmar Adding this to your radar.

It might be worth scheduling a meeting to just talk through these on Monday 28th?