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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • General Discussion (please no support requests here!) (Moderator: Michał Mach) »
  • Membership type in Contact report
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Author Topic: Membership type in Contact report  (Read 4061 times)

crayon

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Membership type in Contact report
December 10, 2007, 07:03:58 pm
Is there a way to get the Membership Type from the Contact Search as a field to export with the other contact info?  I know I can do an advanced search on Membership Type, but I would like it in an exportable field with everything else.

geilhufe

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Re: Membership type in Contact report
December 10, 2007, 07:43:07 pm

Short answer, no.

One work around involves a little Excel magic with the VLOOKUP formula.

Download your target contact list. Make sure to include the contact ID. It is called "Internal Contact ID" in the contact export.
Download your entire membership list. Make sure to include the contact ID. It is called "Contact ID" in the membership export.

Create an excel workbook with these two downloads as sheets.

Inserts a column in your contact list that uses the VLOOKUP command to populate the membership type based on the contact ID. Excel help for VLOOKUP should get you started. Basically you match the "Internal Contact ID" with the "Contact ID" and return the value in the membership column.

I suspect this might be on the list for 2.0.
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speleo

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Re: Membership type in Contact report
December 11, 2007, 12:20:27 am
If you can expose port 3306 on your server you could also use this method http://wiki.civicrm.org/confluence/display/CRMDOC/Remote+Access+to+your+DB

In excel choose data / import external data / new database query and use the MySQL ODBC driver. One drawback with this method is that you don't really want to expose the port to multiple IP addresses.

Dave Greenberg

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Re: Membership type in Contact report
December 12, 2007, 07:00:18 pm
Quote from: chartglass on December 10, 2007, 07:03:58 pm
Is there a way to get the Membership Type from the Contact Search as a field to export with the other contact info?  I know I can do an advanced search on Membership Type, but I would like it in an exportable field with everything else.

Have you tried using Find Members >> Export from the CiviMember sub-menu (http://demo.civicrm.org/drupal/civicrm/member/search?reset=1 on the demo). The export gives you basic contact info as well as complete membership info (including membership type).
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  • CiviCRM Community Forums (archive) »
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  • General Discussion (please no support requests here!) (Moderator: Michał Mach) »
  • Membership type in Contact report

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