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  1. Create Separate Report/Export Feature

    It would be nice if Wild Apricot supported creation of custom reports and exports and the opportunity to save reports for future use.
    We set up our site with some internal fields for administrative use only and would like to be able to access these fields in reports and exports but the system is not set up to support this.

    6 votes
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      0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
    • Better support for exporting events by contact/member

      Improve reporting and exporting of events by member/contact. The ability to report or export event information by contact is very limited. In general it needs to be expanded. At the very least provide the ability to export the last event for each contact as shown on the List page under Contacts. Also provide the ability to export all events by contact.

      1 vote
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        0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
      • Separate ID # from Organization Name in QB Export

        I would like to recommend separating the identifier number for each member from organization name in exports to Quick Books. The identifier does not allow for alphabetizing of organizations or ready merging with accounts that exisit in QB.

        1 vote
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          0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
        • Upload pdf files as images

          Currently WA only accepts .jpg files. It would be helpful to also accept .pdf. For instance, to upload a copy of a member's i.d., which we ask for.

          4 votes
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            0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
          • Please add member id field when we export email logs.

            Please add the option of choosing more identifying fields when we export from the email log. We need user id, first name, last name and possibly email address. Right now we only get last name, first name as an identifier.

            2 votes
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              0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
            • Just before importing, display example table of import data fields

              Display 5 or 6 examples lines of imported data, BEFORE actually importing. Reason: Somehow the phone numbers failed to import, even though I thought I'd checked everything carefully. Seeing a table of sample data for several records would have clearly shown me that the phone number column was empty.

              6 votes
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                1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
              • Export registrants selectable template

                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…

                5 votes
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                  2 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                • Character limit and image export

                  Ability to set character count input limit inn text fields and ability to export uploaded images.

                  4 votes
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                    0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                  • Field for Event Facilitators/Presenters that will Export

                    Hello, To track staff member events. May you please place a field that will track the event presenters/facilitators that will export. Thank you!

                    2 votes
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                      0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                    • Would like to see the ability to have "Saved" Export Models

                      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.

                      5 votes
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                        1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                      • Increase Field Length

                        Please increase field length. When I import a member's profile text from Excel and from Quickbooks notes, it truncates the text and doesn't give me an error message either. Would like to be able to add a person's history relevant to their membership. It is way too short.

                        3 votes
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                          0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                        • Direct Export to Google Sheets for all data

                          Export DIRECT to Google Sheets from WA.

                          2 votes
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                            0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                          • Export Invoice data to Access database or TXT files

                            I would like a new Invoice Export to assist me to getting invoice data to access to print many invoices at one time via a report.

                            The export format would be either an access database (or individual text files that could be easily imported as individual tables into an Access database). It would understood that a custom invoice would need to created in Access by the Exporter.

                            The tables or individual files would mirror exactly what is returned when looking at the Macro button when editing Invoice Settings in Wild Apricot. The high level breakdown of the tables or individual…

                            5 votes
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                              1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                            • Import WordPress and BBphp Data FIles

                              Ability to import exported data files from WordPress and BBphp while preserving user name and date/time with post.

                              4 votes
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                                0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                              • Sort alphabetically by Last Name and then First Name (not ID) when exporting

                                I have multiple contacts in my database with the same last name. As it stands now, when I export a list to excel, the default is that they are sorted by last name and then user ID (not first name) so my contacts do not end up in alphabetical order in the output (John Smith listed above Adam Smith, etc). I have to remember to sort them myself in Excel every time I export a list.

                                3 votes
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                                  0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                • import groups

                                  Hello,

                                  We are experiencing some difficulty importing lists from lets say,
                                  Constant Contact to Wild Apricot. We have created "saved searches" and
                                  there are contacts who belong to several "groups" we have created in WA.

                                  However, when we are uploading a fresh list to a group from CC to WA, it will upload to that specific group AND wipe out all other groups the constituent belongs too.

                                  It's not a very intuitive process and I advise WA create a warning sign
                                  that pops up before importing "this import will override any group the
                                  contact belongs to, are you sure you…

                                  7 votes
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                                    2 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Seperate Data and Time in Data Exports

                                    Add a separate database column for time. Date and time combined is a pain to sort in excel.

                                    Also allow for member levels and created on date to event registration reports to help for priority seating lists.

                                    5 votes
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                                      0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Enable bulk uploads of member ID photos.

                                      I'm converting to Wild Apricot, and have over 700 members to add to the database. I can upload everything from a spreadsheet except their ID photos, which have to be uploaded one at a time using the GUI. I would like the ability to include a column in the upload data spreadsheet that can contain the URL paths to the photo for each member, and have the photos uploaded with the rest of the data. Yes, this will make the upload take much longer, but not nearly as long as manually loading over 700 pictures.

                                      23 votes
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                                        7 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Importing: skip existing contacts

                                        Would be very nice to have an option to ignore existing contacts when importing, rather than allowing records to be updated. So that only unrecognised end up being created as new contacts. This is important when importing from lists where the quality of personal information data might not be as good as what already pre-exists in the database. (Esp for people who are members).

                                        12 votes
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                                          5 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Export of information presented on dashboard

                                          The main and membership Dashboards both provide do a good job of summarizing data in the system and as such provide a valuable reporting tool.

                                          However, the essence of a report is the ability to share it with others and there is no mechanism to do this. At present these reports are on the screen only and short of taking a screen snap there is no way to pass them around.

                                          I would find it very valuable if there were an "Export" button which allowed us to receive a download of the dashboard in Excel (CSV??) format. This would allow…

                                          8 votes
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                                            4 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
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