Adding Additional Constituent Code Filters to Reporting Dashboard Builder
Currently can only filter constituent primary code when building a reporting dashboard. Would also like the ability to filter by secondary, tertiary, etc. constituent codes.
Recent experience also reveals need for a field/option/setting that allows for toggling between reporting based on constituent start/end dates and reporting on just the constituent code value itself (i.e. not accounting for the start/end dates).
For example, I populated the primary constituent code "date from" field on a constituent record with a future date. In my reporting, however, the said constituent record is identified (defaults to?) the secondary constituent code with no value in the "date from" field.
Recent experience also reveals need for a field/option/setting that allows for toggling between reporting based on constituent start/end dates and reporting on just the constituent code value itself (i.e. not accounting for the start/end dates).
For example, I populated the primary constituent code "date from" field on a constituent record with a future date. In my reporting, however, the said constituent record is identified (defaults to?) the secondary constituent code with no value in the "date from" field.