Membership Counts By Day
Difficulty | Advanced |
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EMS Compatible |
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iMIS 2017 Compatible |
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Usage Notes | Get member counts daily. Works best with iSchedule |
Length of Video | 6:04 |
iImport |
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iUpdate |
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Actions | Import, Import & Update |
1. Create a Panel
Panels are found under RiSE > Panel Designer > Add Paned Definition
Title the Panel "MembershipCountsByDay" (or something similar)
Under MemberCounts, select all Member Types you want to include in your count as well as the Day field
Save and Exit
2. Create an IQA Query
Name the query "Member Counts by Day" or something similar.
NetContactData is the only source required
For filters, add all member types added in the panel
The Display requires minor use of SQL, primarily "sum(CASE WHEN MemberType='A' THEN 1 ELSE 0 END)" for each member type. For the Member Type property, the function will be set to Count and Alias will be "code_membertype". See screenshot
Note the way the current date is called (through iMIS). This method will have the time be in local time. Otherwise, the time would be in UTC, which could be converted
If done correctly, when the Query is ran it will produce one line with member counts of each type
3. Perform an Insert in iUpdate Cloud (Insert & Update if you will update multiple times a day)
Use the IQA Query you just made
Map the Panel you created using the Panel Data source
Map all fields except Ordinal
Run the Job OR, using iSchedule, schedule the task to run daily to track the member counts each day