Luminate Online Registrant report - transaction date filter

Victoria Brown

I'm looking to pull registration data including total registrants of various types, total gifts, number of folks on a team etc. through a particular point in time in order to track/trend progress compared to last year. I've set up a Luminate Online cross event registration report but it looks like no filter exists for transaction date. There is a field available for registration date, but I want to know totals up until a specific date without having to pull the report on that date. I can automate this report moving forward, but for the purpose of pulling historical data can this be done? Also, a transaction report doesn't contail all of the data fields I need to pull for this report. 


Here's an example to clarify: say a constituent registered for an event on 08/01/2016 and I want to see all actions associated with their registrant record from when they registered through 08/31/2016. Today is 11/18/2016, if I were to pull the report today I would get total gifts donated and other actions through today when really I only want to see totals up until 8/31/2016. Does anyone have any suggestions to accomplish this? 


Thanks!

Brian Mucha

Victoria Brown:

I'm looking to pull registration data including total registrants of various types, total gifts, number of folks on a team etc. through a particular point in time in order to track/trend progress compared to last year. I've set up a Luminate Online cross event registration report but it looks like no filter exists for transaction date. There is a field available for registration date, but I want to know totals up until a specific date without having to pull the report on that date. I can automate this report moving forward, but for the purpose of pulling historical data can this be done? Also, a transaction report doesn't contail all of the data fields I need to pull for this report. 


Here's an example to clarify: say a constituent registered for an event on 08/01/2016 and I want to see all actions associated with their registrant record from when they registered through 08/31/2016. Today is 11/18/2016, if I were to pull the report today I would get total gifts donated and other actions through today when really I only want to see totals up until 8/31/2016. Does anyone have any suggestions to accomplish this? 


Thanks!

I'd just filter on the date column in Excel. You can also use Excel to combine two different reports so you can get all the data you are after using INDEX-MATCH.


Put your transaction report in one tab/worksheet, and whatever report has the rest of the data you want in a second worksheet in that same workbook. Make sure both tabs include Cons_id (or some other unique key.)


If your first tab (called ReportOne in this example) add a column and use the formula:


=INDEX('ReportTwo'!B:B, MATCH(A2, 'ReportTwo'!A:A,0))


This assumes that cons_id is in column A on both tabs. The forumula will find the matching row based on cons_id in the ReportTwo tab and return whatever value is in column B.


Excel is way more powerful that people think.


Regards, BPM