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Creating Custom Reports on Member records

Last post 01-05-2009, 9:27 AM by Chief_Apricot. 6 replies.
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  •  05-28-2007, 8:45 AM 1369

    Creating Custom Reports on Member records

    Is it possible to create reports on the user information submitted during the sign up process? How do I do this?
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  •  05-28-2007, 9:19 AM 1372 in reply to 1369

    Re: Creating Reports

    You can do advanced search and export the data, then analyze in Excel. We plan to add built-in reports on custom fields.

    Dmitry Buterin, Chief Apricot
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  •  11-01-2008, 12:47 AM 10078 in reply to 1372

    Re: Creating Reports

    I thought "on the fly" reports was on the wish list, but I didn't find it, so I'll add my comment here.

    A sample of the type of "on the fly" report I'd like to be able to save and run  . . .

    We highlight on a map the states/provinces/countries where our members are located.  Right now it looks like I have to export to excel and then do a database sort to get a list of current countries and states/provinces.  Once I get it to excel, it is quick.  Would be so much nicer to be able to use the members database to show the current members, then select the country and state/province field to run a sort. 

  •  11-01-2008, 12:03 PM 10080 in reply to 10078

    Re: Creating Reports

    Check out saved searches - they address at least part of your need.

     And one thing we plan to add (probably in 2.38) is ability to select which fields to display ('Custom layouts') - right now the selction of fields is hard-coded.


    Dmitry Buterin, Chief Apricot
  •  11-01-2008, 2:02 PM 10086 in reply to 10080

    Re: Creating Reports

    I may be missing something, but when I looked at using saved searches, I didn't see a way to pull out the "active" members and then sort them by country or state.  I know I can query on each country if I know what country to ask for - but if I don't know to ask, I miss it.  I can query for each state to see if there are any records.  But it involves over 50 separate searches, vs one search where I just order the data and see what is there. 

    Saved search would work if I could then sort on various fields - kind of like data sort in excel

  •  11-01-2008, 4:19 PM 10088 in reply to 10086

    Re: Creating Reports

    Saved searches only handle filtering now.

    The new capability we plan to add is selecting which fields to output - and how to sort.

    A workaround is to use a hidden member directory page - since it is already has field selection, filtering and sorting parameters.


    Dmitry Buterin, Chief Apricot
  •  01-05-2009, 9:27 AM 10800 in reply to 1369

    Re: Creating Custom Reports on Member records

    Custom reports feature released in December 2008.

    Dmitry Buterin, Chief Apricot
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