Membership Counts By Day

Complexity	Advanced
EMS Compatible	Yes
iMIS 2017 Compatible	Yes
Actions	Insert, Insert / Update

This article provides instructions on how to get the daily member counts with iDMS.

1. Create a Panel 

Panels are found under RiSE > Panel Designer > Add Paned Definition.

1. Title the Panel MembershipCountsByDay (or something similar).
2. Under MemberCounts, select all Member Types to include in the count as well as the Day field.
3. 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.

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 run, it will produce one line with member counts of each type.

3. Perform an Insert in iUpdate Cloud (Insert / Update if updating multiple times a day)

Use the IQA Query created in the Create an IQA Query section:

1. Map the previously-created Panel using the  Panel Data source.
2. Map all fields except Ordinal.
3. Run the Job OR, using iSchedule, schedule the task to run daily to track the member counts each day.