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  • Any experiences creating trade association related reports?
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Author Topic: Any experiences creating trade association related reports?  (Read 1049 times)

kgilnack

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Any experiences creating trade association related reports?
June 01, 2010, 08:16:35 am
I'm curious if anyone has been able to use a Report template or Advanced Search to create either of the following, or could advise on how to do so:
  • A report on all activities from all employees of an employer, and the employer itself (preferably filterable by activity type, or at a minimum, just event attendee reports for all employees of an organization)
  • A report on all of the member discounts utilized by a member org and their employees (and the total saved)
  • A list of unrenewed member organizations and their CEO's

These are some of the biggest challenges around using CiviCRM for our association, and I'm curious if others have similar needs, or have found solutions to them that I've missed.

Donald Lobo

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Re: Any experiences creating trade association related reports?
June 01, 2010, 02:25:51 pm

Kevin:

would be great if you can form a group of folks who do trade association type work. The group can then help build the below reports and contribute it back to the project

lobo
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LMKWeb

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Re: Any experiences creating trade association related reports?
July 27, 2010, 01:54:03 pm
Bumping this thread because I am also interested in this topic. We are a small trade association (3-person staff) and we've been converting our current website to Joomla with CiviCRM to serve as our membership database (we currently do not have one). So far I'm in the testing mode to discover all of the functionalities, and it looks like there are some limitations when it comes to integrating the Organization and Individual fields, especially in reports. For example, I tried to build an event registration report that would return a person's name, job title, company name, and date registered; but was unable to do so. I'm a novice SQL user at best, but I would be very interested in discussing the needs of trade associations.

Donald Lobo

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Re: Any experiences creating trade association related reports?
July 27, 2010, 11:31:13 pm

you might want contact and seek assistance from someone on http://civicrm.org/professional/

Brian S has done a fair amount of work with associations

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviReport (Moderator: Dave Greenberg) »
  • Any experiences creating trade association related reports?

This forum was archived on 2017-11-26.