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updated Excel Dashboard with several new features #5

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updated Excel Dashboard with several new features #5

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asirota
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@asirota asirota commented Jul 5, 2018

  1. Membership Summary Report - a duplicate of the WA membership summary can be run and saved in a spreadsheet
  2. AuditLogItems report including all payment gateway fields are
    downloaded and InvoiceID for relevant transactions
  3. Contact/Member download has been cleaned up to remove IDs before dropdown
    lists or checkboxes columns
  4. Optimized speed of calls and added lots of error checking
  5. Introduced utility to clean data and calculate size of worksheets
  6. Added progress bar when accessing the API and parsing data, and
    analytics on how fast the download process works

Known Bugs:

  • First authentication can fail, please try each report 2 times to make it work

1. Membership Summary Report
2. AuditLogItems report including all payment gateway codes are
downloaded
3. Contact download is cleaned up to remove and IDs before dropdown
lists or checkboxes
4. Optimized speed of calls and added lots of error checking
5. Introduced utility to clean data and calcualte size of worksheets
6. Added progress bar when accessing the API and parsing data, and
analytics on how fast the download process works
@asirota asirota changed the title updated version of Dashboard with several new features updated Excel Dashboard with several new features Jul 5, 2018
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