I have a module with member information. It has a one to many relationship with a payments module. Is there a way to iterate through all payments associated with a related member and report a month that a payment was missed. Also report on the first month a related member made a payment (first payment).
For instance: payment made and recorded in june and august. Report july as unpaid.
And the second. A member has been paying for 6 months. Report the month of the first payment.
I’ve tried a workflow and it doesnt seem to work.
Payment date< june
Action: modify record
May paid checkbox filled
Report is configured to show if payment month is unchecked