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Filter Membership Fee Payment Log

The Membership Fee Payment Log can be filtered for a few different reasons. One is to narrow down the log by criteria to find specific records. Another is to give you a count and total dollar amount of all fees paid, based on your selected criteria.

As an example, if you wanted to know the total amount of fees paid by a specific member, you could filter the list by "Member ID" by clicking the "Look Up" button and selecting a member. Click the "Filter Membership Fees" button. You will see the pink "total records" label above the list has changed and gives you a total count and dollar amount of all fees paid by the member you selected. The list has also changed and displays only the fee payments made by the member you selected.

 

To filter the membership fee payment log, click the "Advanced Search & Filter" button...


 

The "Advanced Search/Filter" panel will open above the membership fee payment log...

 

 

Choose criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results.

Membership fee payments can be filtered specifically by the member who made the payment, the membership fee category, the date paid date range and the amount of payment by dollar amount range.

 

Click the "Filter Membership Fees" button and the list will display only the fees paid that meet the selected criteria.

 

Filters are persistent, meaning even after you go in to view and or edit a record and come back to the main list, the filter you are using will still be in place. You can reset the list by clicking the "Cancel Filter" button.

 

You can also save your filters, to use again at a later time. After you filter the list open the filters menu by clicking the
icon in the filter box.

 

 

When the filter menu opens choose "Save Filter" This will bring up the "Add A New Filter" window. Enter a name for the filter and click the "Add This Filter" button. The window will close, and your filter will be saved.

 

To load a filter at a later time, open the filters menu again but this time choose "Load Filter". A list of saved filters will be displayed. Click the filter you want to load. The filter will be applied and your list will display according to the filter criteria.

 

To delete a filter, open the filters menu again but this time choose "Delete Filter". A list of saved filters will be displayed. Click the filter you want to delete. The filter will be deleted, the filter box will close and the list will be reset back to it's original state.