NewPath-Consulting / warm

Pro Reports for Wild Apricot is a Google Data Studio connector that helps Wild Apricot administrators understand your organization’s membership engagement, renewal rates, and demographics. Trend your revenue and get expense analyses. Whatever your question, enjoy all the organized data you need at your fingertips to make the business decisions want.
https://newpathconsulting.com/warm
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Add several metrics to the contacts endpoint #23

Open asirota opened 4 years ago

asirota commented 4 years ago

As it currently stands the contacts endpoint doesn't return any metrics. It would be really useful to have some default metrics start to trickle into the contacts endpoint. That way the default usage of this endpoint in the data source will not require the creation of custom metrics and they can be used out of the box.

In particular these 5 metrics:

Active Member? Calculated as follows:

CASE 
WHEN IsActiveMember = TRUE THEN 1
ELSE 0
END

Lapsed Member?

CASE 
WHEN IsLapsedMember = TRUE THEN 1
ELSE 0
END

Pending New Member?

CASE 
WHEN IsPendingNewMember = TRUE THEN 1
ELSE 0
END

Pending Renewal?

CASE 
WHEN IsPendingRenewalMember = TRUE THEN 1
ELSE 0
END

Pending Level Change?

CASE 
WHEN Status = "PendingUpgrade" THEN 1
ELSE 0
END
asirota commented 4 years ago

This will make reports like this easier to make out of the box:

membership summary report