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.

  • Jason Godin
  • Feb 13 2020
  • Reviewed: Voting Open
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  • Jason Godin commented
    April 21, 2021 18:47

    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.