Make reports exportable

• 05-13-2010, 1:34 AM

  18256

  Gordon Joined about 4 years ago Posts 186

  Make reports exportable Reply Quote Users of the Wild Apricot software have several reports available to them, and more are promised.  However, all current reports, be they in the form of Dashboards, Payment reports or Event Registration reports are just images on the screen with no way to capture the information so that it can be manipulated or shared.  If there is no way to capture and share the numbers on a screen the data presented is virtually useless.  When it can be exported into Excel, emails and other documents is becomes invaluable information that can be shared and used to manage the enterprise.  Please establish a mechanism that enables all displays of information such as dashboards and other reports to be exported in a format that allows them to be pasted into spreadsheets and other documents for further manipulation and distribution.  These reports would probably have to be exported through the use of an "Export" button which would work in much the same way as the "Export All" button on the current membership page.   However, rather than using the XML format which can only be read with a fairly recent version of Excel, please use a tab delimited .txt file which can be opened in a notepad, Excel, Word or any other text editing software.

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• 08-13-2010, 2:43 PM

  19254 in reply to 18256

  Chief_Apricot Joined about 5 years ago Toronto Posts 4,265	Re: Export and Distribute Reports Reply Quote In our upcoming version 4.0 a number of reports will be available for export in PDF and Excel formats: Event payments report Income report Payments report  Aged receivables Contact account statement  We would appreciate comments on which specific other reports people would like to see available in this fashion.   Dmitry Buterin, Chief Apricot
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• 08-19-2010, 8:52 PM

  19326 in reply to 19254

  Vera Externest Joined about 2 years ago Australia Posts 6

  Re: Export and Distribute Reports Reply Quote Hello Wild Apricot Team, Currently, when exporting members or contacts, you can restrict via a query which records you want to export. However, in every case you will export all the fields. It would be extremely useful to be able to select the fields that are to be exported and even the order in which they are supposed to appear in the Excel table. I do regular exports to report on membership but have to spend a lot of time deleting and shifting columns in Excel. However, this is not the greatest issue. I am currently testing Apricot for another organisation. Their database contains members that work from several different clinic locations. This information is forwarded onto health funds who require that per clinic location a separate record is listed for the same practitioner. Wild Apricot does not supply subfiles; the entire member record is displayed on one level. Therefore, to list several clinic locations for one member you have to set them up serially in W.A., for example: Practitioner, Clinic Name 1, Clinic Details 1; Clinic Name 2, Clinic Details 2; etc.  In order to fulfill the reporting requirements I had the idea to do several exports with exactly the same format, one for each clinic, for example: Export 1: Practitioner, Clinic Name 1, Clinic Details 1; Export 2: Practitioner, Clinic Name 2, Clinic Details 2; up to 5 clinics. If it were possible to select the fields that are exported it would be a simple matter to finish by copying the 5 exports into one Excel sheet. At the moment, with copying and deleting columns, there is great scope for error and it's extremely time-consuming and tedious.  Vera Externest

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• 08-20-2010, 8:55 AM

  19330 in reply to 19326

  Chief_Apricot Joined about 5 years ago Toronto Posts 4,265	Re: Export and Distribute Reports Reply Quote Thank you Vera. I would suggest that you create a separate thread about these sub-records so that it would not be lost in the noise.  Dmitry Buterin, Chief Apricot
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• 01-03-2012, 11:39 AM

  24535 in reply to 18256

  Apricot Kernel Joined about 5 years ago Canada, Toronto Posts 722	Re: Make reports exportable Reply Quote I'm moving this to our General questions forum for now - until we figure out specific things to do (it's not clear now)  Evgeny Product Design Team
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• 01-03-2012, 7:06 PM

  24542 in reply to 24535

  AHVMA Joined about 5 months ago California Posts 32

  Re: Make reports exportable Reply Quote In keeping with the first email and title of this subject, I would request that custom membership reports be made exportable. I would prefer either excel file or text-and-tab file, but at the very least to be able to export into a word processing document. Printing a report currently has all the search data at the top, and we cannot send that to members or the public or reporters etc who are looking for members with special skills. We would use this to print a report of all members in a state, to send to the public who want to find a holistic veterinarian in their state. We also use it to print a report of all members who use a specific modality (such as acupuncture), or all members who treat specific types of animals. This can be used for targeted emails, or to give to acupuncture societies, for example, who would be interested in this type of information. Nancy Scanlan, DVM, CVA, MSFP Executive Director, AHVMA

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• 01-17-2012, 6:09 PM

  24685 in reply to 24542

  CWilkins Joined about 1 year ago Glenview, IL Posts 19

  Re: Make reports exportable Reply Quote I second the request for the custom event report. We use custom fields very often (i.e. in lieu of registration types we will use total # attendees, total # adults at $xx, total # children at $xx, total # guests at $xx). We then frequently run the registration fields report and select only the option for including registration details. If I could export those results to either excel, word or pdf I would be very happy.

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