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Author Topic: Membership reports  (Read 1416 times)

Slovak

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Membership reports
November 04, 2010, 12:16:29 am
The current membership reports do not seem to allow for filtering for Primary or Related members, as is the case in the search function. What would be the appropriate way to go about creating a few handy membership reports?

I feel like I am missing something - isn't there an easy way to have a dashboard report with memberships in 'Grace' or 'New' status? Filtered by Primary member only?

Thanks in advance for any pointers.

starryeyez024

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Re: Membership reports
February 21, 2011, 11:00:31 am
I am looking for the same thing, it seems like "primary members only" should be a filter setting!

Thanks!

Dave Greenberg

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Re: Membership reports
February 21, 2011, 11:07:30 am
A patch which adds this filter to all 3 existing membership reports would be welcome. You can get oriented to the reports framework at:

http://wiki.civicrm.org/confluence/display/CRMDOC/CiviReport+structure+and+customization
http://en.flossmanuals.net/CiviCRM/DevelopReports
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poorhaus

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Re: Membership reports
November 27, 2013, 06:54:52 am
After poking around in the database a bit, I figured out that you can filter primary/inherited membership by adjusting the value of the "Membership Owner ID" filter. Primary memberships have a null value for membership owner ID, whereas inherited memberships have a numeric value that corresponds to the contact ID of the primary membership holder. To get primary memberships then, in the membership detail report, select "Is Empty (NULL)" as the value for the Membership Owner ID when running the report and you'll only get primary memberships. To get inherited memberships, select "Is not empty (NULL)".

Dave Greenberg

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Re: Membership reports
November 27, 2013, 09:45:47 am
Would be great if you could open an issue on the issue tracker and submit a pull request to add this filter to the existing Membership Report :-)
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviReport (Moderator: Dave Greenberg) »
  • Membership reports

This forum was archived on 2017-11-26.