Overview
Inspect membership and financial records for a chosen question or period. Status, type and date filters help narrow the results; exports remain controlled by the user’s permissions.
A reporting question can be narrowed to the relevant period, membership status or record type before inspecting the results. This makes the selected records the basis of the team’s review. Where permissions allow, CSV or XLSX exports carry those filtered results into a separate copy for consultation.
What you can do
- Review membership and financial reports based on the organization’s recorded information.
- Narrow report results using the available status, type and date filters.
- Export report information through the permissions granted to the administrator.
Usage examples
- Filter the month’s payment records and export the permitted results for review.
- Use membership status and type filters to narrow the records for a committee report.
Discuss your organization’s needs
Contact the Fewa team to discuss how this module can fit your organization’s process.
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