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  • CiviCRM Community Forums (archive) »
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  • Using CiviCRM (Moderator: Dave Greenberg) »
  • Exporting Honoree/Memorialee Names
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Author Topic: Exporting Honoree/Memorialee Names  (Read 1185 times)

John Thaden

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Exporting Honoree/Memorialee Names
July 01, 2011, 10:13:43 am
I'm very new to this, trying to export or make a report in .csv format that includes columns for names (first/last) of contacts who donated in the last 6 mo., columns for names (first/last) of people they honored, and likewise, columns for names of people they memorialized (if someone was honored or memorialized).  I see that contribution records indeed do include a field at the bottom -- either in honor of or in memory of field-- that is filled with a contact name when the donation is of one of these types, so it should be possible to create a report, or simply export, information in this field, shouldn't it?  But short of viewing details of each contribution, I can't figure out how.  I also see that there are groups called "Donors-Honored Someone" and "Donors-Memorialized Someone" that list such donors, but again, cannot figure out how to use this.  Can you please help?

CiviTeacher.com

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Re: Exporting Honoree/Memorialee Names
July 01, 2011, 11:08:01 pm
This is a great question.  It doesn't work by default right now, but I have created a custom Report that does get and then export honoree names.  I could give this report to you and you could tinker with it, alter it to suit your needs, and then install it as a new CiviReport template on your server.  If you are not a programmer I could give you the report but you probably wouldn't know what to do with it, in which case you could pay me a nominal fee and I would install it on your server for you.  I hope you are using at least version 3.3 of civicrm, also.
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John Thaden

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Re: Exporting Honoree/Memorialee Names
July 03, 2011, 05:41:04 am
Thank you for offering the custom report; we gratefully accept.  You can send it to my email address (JJ+mylastname at flash dot net).  If we're not at civicrm v 3.3 I'll make it so.  If neither I nor another volunteer with our animal rescue organization can tweak the report and upload it, then we'll accept your offer to help install it, but please let us try first.  Again, thank you!

-John Thaden

Quote from: Stoob on July 01, 2011, 11:08:01 pm
This is a great question.  It doesn't work by default right now, but I have created a custom Report that does get and then export honoree names.  I could give this report to you and you could tinker with it, alter it to suit your needs, and then install it as a new CiviReport template on your server.  If you are not a programmer I could give you the report but you probably wouldn't know what to do with it, in which case you could pay me a nominal fee and I would install it on your server for you.  I hope you are using at least version 3.3 of civicrm, also.

CiviTeacher.com

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Re: Exporting Honoree/Memorialee Names
July 03, 2011, 12:09:05 pm
i have sent you an email, although not sure if I got your email right.

  if you didn't get it send me actual email address via PM (private message) on the board and I'll try again.
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peoute

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Re: Exporting Honoree/Memorialee Names
June 23, 2014, 01:55:57 pm
Has this been fixed yet? I, too, would like to export honoree information with donations.

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • Exporting Honoree/Memorialee Names

This forum was archived on 2017-11-26.