Gordon Stewart
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3 votesGordon Stewart
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60 votesGordon Stewart
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An error occurred while saving the comment Gordon Stewart
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I usually export to Excel to make my bulk changes then import. That would also work for batches of new members.
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72 votesGordon Stewart
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An error occurred while saving the comment Gordon Stewart
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Good idea.
If a new member does a typo in their registration they are locked out of the system and will remain so till the admin notices the undeliverable emails or the member complains.
Also true of event registrations.
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8 votes
An error occurred while saving the comment Gordon Stewart
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Dmitry -
I don't think there is much to be gained by producing reports that go much beyond what you have already provided in the dashboard reports. Yes, the dashboard reports must be exportable to Excel and (less important) as a pdf. However, any attempt to create additional pre-formatted (canned?) reports will result in numerous requests to endlessly tweak the report to meet the particular needs of diverse customers. It can never be a satisfactory tool.
However, you already have an immensely flexible and valuable tool in the Event Registration Report. This an a wonderfully flexible summarization tool that would satisfy the needs of many reports. It is simple to use and provides great summary data but (again) must be exportable as pdf and for Excel. This tool should be available to create summary reports on members and contacts.
You already allow member and contact data to be selected (and exported) by row. Can you add the option of also selecting columns? This would allow me to select rows (i.e. membership level) and Columns (First, Last, Telephone) and produce a concise and meaningful extract of a large database.
Also, and perhaps most important, it would be great if the extracting and reporting tools could be combined so that one feeds into the other. This would be analogous to the UNIX environment where an extract tool could pipe its output to a reporting tool. As an example we could used the Advanced Search to extract the rows containing membership levels "Gold" and "Silver" and the column "State". We could then send this data to the reporting/summary tool which would report on the number of members we have at these levels in each state.
This really means that there would be three destinations for data extracted from the databases
* Export as Excel (CSV) format.
* Export as pdf
* Export as input to the summarization tool for further manipulation. The summarization tool would similar to the current Event Registration Report.Gordon Stewart
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Gordon Stewart
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An error occurred while saving the comment Gordon Stewart
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There is a way to do this documented in the archives at
http://forums.wildapricot.com/forums/308920-archive/suggestions/8835379-how-to-disable-fly-out-menu
This works. I just re-installed it, there seems to be a tendency for CSS changes to disappear occasionally.
Is there any hope of getting this acted upon ???
Gordon