How would I go about creating a dashboard for memberships and count the number of memberships in each level.
Payment are in a separate table connected by their membership number. There is a membership year date in another table. Our fiscal year runs 5/1/2024 to 4/30/2025.
To get a count of memberships by level, it sounds like what you are looking for is Summary Tables: Summary tables - Grist Help Center.
When adding a widget, use the “𝚺” icon on your table of memberships, and in the “Group by” section, pick the column that contains the membership level. The result will be a summary table, with one row per membership level, and a count of memberships for each, along with sums of any numeric columns.
How do I do that when I need data from more than one table
Also is GetGrist Secure? Could someone hack into it and get our members information?
Regarding data from more than one table: a summary table is based on one table (which rows it has is determined by what combinations of group-by fields appear in the underlying table). But it can include formula columns that use lookupOne / lookupRecords functions to get cells from other tables.
As for security, the simple question is yes, Grist at getgrist.com is secure! We detail some key policies here: Data security - Grist Help Center. The more nuanced answer is that Grist gives a lot of power, particularly around sharing and access rules, which comes with responsibility to use it carefully or you may compromise the security of your data.
For example, if you give someone Owner level access to a document, they could share it with others without asking you. If you make a document publicly accessible, then anyone who finds a link to it will be able to access the data. Any access you give can be further restricted with access rules, but those have to be used correctly and tested using preview to ensure your restrictions work as you intended.