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Export templates: save and reuse columns to export

Allow several templates to be created in the Export registrants in each Event. You currently can either export all information (a button) of pick each thing that you want to export. To make the program easier for novices to use, we need the webmaster to create standard export templates/reports. Currently a set of instructions need to be given to new users on exactly which buttons to select to get the exact export report we need.
We need somebody to select all the fields and then save/name the report for them to use. You already have a select all button just need the ability to create a few saved names to select.

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4 comments

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  • Tom Brenzovcich commented  ·   ·  Flag as inappropriate

    This would be a valuable time saving tool. Our organization has multiple saved searches, and not all require having the same data exported. It is a pain to either turn on selected data fields, or turn off selected data fields if using a generic export of data. With a generic export, been deleting the undesired fields from the exported excel file. Saving exported formats would be a great tool!!!

  • AdminTeam Payments (Payments and Finances features, Wild Apricot by Personify) commented  ·   ·  Flag as inappropriate

    New suggestion based on comment here: https://forums.wildapricot.com/forums/308932/suggestions/8826166

    Original comment:
    My comments are related to improving the process of event registration exports. My request is mostly centered on building a specific export template for non-supper users to use rather than build their own export grouping each time. We have 3 specific spreadsheets that we export event data by participant;
    1. Required airline passenger ticketing information. Format is set by the airline, but most are the same and we capture all the required information.
    2. Financial Income transmittal’s, by participants to send by spreadsheet to the Treasurer for recording. Very simple: name, amount & item description.
    3. Roommate and condo lists, plus descriptions of none standard items purchased.

    All of this information can currently be created into a spreadsheet through the export system but it requires a bit of work by me to choose fields to export and then to format the spreadsheet. After creating the process, need the ability to copy this template for later use by less experienced user. So in nutshell, want the ability to create custom exports and name these like you do with custom searches.

  • [Deleted User] commented  ·   ·  Flag as inappropriate

    Ideally would like the named templates to be shared with other events so it wouldn't have to be built for each event.

  • Ronnie Bryant commented  ·   ·  Flag as inappropriate

    The ability to "Save" Export fields selected. We have multiple saved searches that we need to define the list of fields to be exported for each saved search.

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