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Printable and Downloadable Custom Reports e.g. Member Directory

Please make the custom report layout feature printable. This would work well for printable directories, group information, etc.

Our group is trying to make a directory in a PDF format that is searchable and may be printed by those who prefer print.

28 votes
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    schuttereedschuttereed shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    swanseadonswanseadon shared a merged idea: Print group list from Member Directory gadget  ·   · 
    Leon FrankLeon Frank shared a merged idea: Print Member Directory  ·   · 

    19 comments

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      • ShellyShelly commented  ·   ·  Flag as inappropriate

        Yes, please - I don't know of anyone who wouldn't benefit from an exportable/printable directory. We are a membership organization and our list needs to be exportable to a csv/Excel file so our members can download it and use it for email and mail campaigns.

        Having the option to export or print directories in different formats would add value to the program.

      • Joel DawsonJoel Dawson commented  ·   ·  Flag as inappropriate

        Even though we aim to be electronic, people still like to have a printed directory. They still use the one from several years ago and would like new ones for our present membership. The photo is an essential part of the directory entry.

      • PatPat commented  ·   ·  Flag as inappropriate

        We need this too. I don't see a print icon either??? Support said use use right mouse click - print or ctrl-p to print. Does that not work if membership is large?

      • Debborah KerrDebborah Kerr commented  ·   ·  Flag as inappropriate

        Provide an "Export / Download" function from the Directory page. So when a users searches, or filters, the membership to display a certain list of members, they can then download that list to excel.

      • ErickaEricka commented  ·   ·  Flag as inappropriate

        When you said "I understand how to export a current copy of the member database using the button on the members & contacts page. " what button where you referring to? I would love to know where this button is!

      • ErickaEricka commented  ·   ·  Flag as inappropriate

        We too need a way to either export the results of the Member Directory widget, or display a print friendly version of it. Evgeny, I don't see the "Print" icon in the top right. Perhaps our web developer removed it from our customized theme.

      • GregGreg commented  ·   ·  Flag as inappropriate

        This has clearly been a requested feature for a long time.

        Over the years since this request was first posted, has anyone found a semi-automatic way to do this, either in Excel (Custom Views? macros?), Word, with an Avery template, or even with scripting (iMacros + a browser), or any other way?

        [There is also a very similar wishlist topic requesting a way to export formatted data to print membership cards.]

      • bobbewbobbew commented  ·   ·  Flag as inappropriate

        We also need the ability for members to print out a photo directory. When we prepare one and upload it, it becomes outdated within weeks, which does not happen with our member database on the site, as it is updated for each change in a timely fashion. We also have members who are not computer savvy and prefer printed material. We need the ability to print the directory just like the other reports, perhaps with the checklist function.

      • swanseadonswanseadon commented  ·   ·  Flag as inappropriate

        Current position is that you can insert a Member Directory on a webpage and using a saved search you can display a group list. You can use the Browser Print facility which is ok for a few members. However only the first 50 members can be displayed in one print and that occupies e.g. 2/3 A4 pages.

        Desired position is a print button in the gadget which will print the whole Directory list in a condensed format e.g. 50 records per page.

      • ScratchScratch commented  ·   ·  Flag as inappropriate

        Greetings,
        i have made this request before....I continue to be frustrated at the lack of a report generator that gives me a detailed print-out of a specific member's data, is such a utility yet available or in the works; this should be a simple task for a data-based program.
        Scratch

      • Nancy ScanlanNancy Scanlan commented  ·   ·  Flag as inappropriate

        We would like this for both administrators and for the public. The public uses our site to find members in their state or city. Administrators would love to have it for print directories or to generate a pdf file for an online directory.

      • cas232cas232 commented  ·   ·  Flag as inappropriate

        I agree, this would be nice, my clients are always asking how they can print the member directory. There are two types of requests:

        1) ability to generate a directory that ADMINs can distribute or print;

        2) a way to allow MEMBERS to pick fields and print (or export) the entire directory.

        Also a "show all records" option in the dropdown would make sense. Users don't really like to be forced to paginate.

        Carrie

      • RedEyeRedEye commented  ·   ·  Flag as inappropriate

        In the past our church has manually maintained a membership directory in an Excel spreadsheet. Since migrating our directory online, the information is kept much more up-to-date... but only when pulling up our directory page. Many members still wish to download a current spreadsheet for offline use.

        I understand how to export a current copy of the member database using the button on the members & contacts page. However, my account is an admin on our site but does not have access to the page the button is on, so I haven't been able to give it in-depth study. Furthermore, I wish to automate reporting to update the downloadable spreadsheet weekly and offer a download link on our directory page. So far I have not found the names of the variables to retrieve, or how best to retrieve them.

        I would prefer to automatically delete all but a few fields, such as name, address, phone number and email after the report is generated.

        Has anyone heard of a script to do this? Also, where on the site should I upload it to run periodically?

      • Evgeny aka Apricot KernelAdminEvgeny aka Apricot Kernel (Product Manager, Wild Apricot) commented  ·   ·  Flag as inappropriate

        1) You can customize member directory list to show photo in the list
        2) When you are at the member directory page, there is "Print" icon on the top right. If you click on it, it will show you print-friendly page.

        Can it help? Or you are talking about a dedicated piece of functionality where admin is able to generate special nice looking print version of his directory to send it by mail to some of his members?

      • Leon FrankLeon Frank commented  ·   ·  Flag as inappropriate

        We have an ongoing need to print our member directory. I know, printing an online directory is almost oxymoronic, but we have 35 members who have vowed to die never owning a computer. We can't move forward and leave them behind. We have found no way to print a nice looking directory with photos. We suggest WA have a formatting option for each page that allows for printing in a nice format without the computer stuff at the top. I can't believe we're the only ones with a need to print in a nice format, are we?

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