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.
Paula Grunthaner commented
Given our member demographics, we have 100's of members who do not use computers and we must provide them with a printed directory. Knowing that WA does not support an export of its online directory, we created custom fields (example: Include phone in printed directory: Yes/No) for all our membership privacy preferences. This way we can export data from members>list>export and then manipulate the Excel spreadsheet to delete data that members do not want in a directory. Then we use Word to mail merge the modified data into our preferred format for our printed directory. This is an extremely tedious approach, but it works. The major downside is that we cannot also have an online directory (!) because members become confused by having both custom-field privacy options and, of course, the system privacy settings. So, sadly, we have no online directory for our members. This situation is quite unacceptable for a member management software system.
Please, Wild Apricot, as a minimum, provide an Excel export of member data that takes into consideration how a member has set their system online privacy. This means if a member marks in their system privacy settings that their phone number is not to be shown, then it is not included in the export. Then we can have our online directory AND we can produce a printable directory using the privacy-compliant Excel export. And we can delete our custom privacy fields!
Cindy Cooper commented
BTW has anyone found an external resource who can set up a program for this?
Cindy Cooper commented
Many of our members prefer a printed directory rather than using online. There is no way to export in a user friendly format for a directory. The export feature still needs to be translated into a printable format. The results layouts allow a nice version but this can't be exported in the same format. Admin use only for us.
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 Dawson commented
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.
Support means that you can always use simple internet browser printing capabilities.
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 Kerr commented
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.
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!
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.
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.]
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.
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.
Terry Martinez commented
It would save many steps to be able to create a directory (with photo) for our check-in station.
Yes, Administrators only.
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.
Nancy Scanlan commented
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.
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.
Do you mean for administrators only?
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?