combine export fields from contacts, civimember and civicontribute

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surfychik
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Joined: Tue Aug 30, 2005 6:02 am
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combine export fields from contacts, civimember and civicontribute

Post by surfychik » Thu Apr 19, 2007 9:15 am

Maybe I'm doing this wrong but I have contact info in contacts (sounds good so far!)
membership info in civimember (specifically member type and status)
and membership fees ($amount per membership type) in civicontribute.

How then do I export info for a letter that says dear so and so  your "membership type" (from civimember) has expired.
You owe us "membership amount" (from civicontribute)

retrieving them via a contacts search gives me an export selected fields option, but no fields from civimember or civicontribute are available - is this difficult to achieve - I'm happy to hack

retrieving them via a members search gives me an export all fields option (but not including any custom fields so I can't sneak a "membership amount" in there)

I can only see to put membership amount and membership type in custom fields in contact which seems like double data entry to me.

am I missing something?

cheers
Lesley

lobo
Joomla! Guru
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Joined: Tue Aug 23, 2005 5:45 am

Re: combine export fields from contacts, civimember and civicontribute

Post by lobo » Thu Apr 19, 2007 11:34 pm

Lesley:

sorry this is not possible in the current export. In general it is a bit more difficult since u can have more than one contribution and membership record per contact (and export is a flat format etc)

In the future we expect CiviReport to help with such issues

lobo


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