There are some cases where you’ll need a report that IMSe does not generate, for example, the Balance Report with Member Contact Detail.
Yes, IMSe does include PTD/Balance Info on the Member Search but when transitioning between two Dues Profiles, the Member Search cannot always calculate the PTD correctly. Therefore it does not display the date when members are still paid through the Prior year.
It is best to merge the PTD & Balance Information into the Member Search. For more information on how to do that, use this link:
https://support.office.com/en-us/article/video-vlookup%E2%80%94what-it-is-and-when-to-use-it-5984e27b-4f0d-431e-83b1-7ab062c75493
To do the Vlookup with the above Example (Member Search and Balance Report):
Open the Member Search Excel Sheet
Open the Balance Report Excel Sheet
Add PTD/Balance Columns to Search Sheet
Create the Vlookup Formula in these new Columns
Use the Member ID from Member Search as your lookup value
Use the Balance Report Member ID – Total Balance as your Table Array
The Column Index Number will be the # starting from Member ID (8 for PTD based on Default CRJ Layout)
Always End your Range Lookup with false