CiviCRM Community Forums (archive)

I'm the volunteer database coordinator for my church. We've switched over from a proprietary database to CiviCRM. We've managed to configure all the fields correctly, bring over lots of historic data, and successfully set up the pledging and accounting functions.

The one thing I'm finding elusive is creating a printable church directory (if I could get the output I'm looking for online, I could take it from there). What I want to be able to do is...

1) List a household name with some specific basic information (address, home phone and photo, e.g.)
2) List ALL members of that household along with some specific information for each (e.g., e-mail, alternative address and cell phone).

I would LIKE to also be able to include some family members in the sublist, but not others. (e.g., Adult child does not want to be listed in the directory).

I've looked all through profiles and reports, but just can't seem to make this happen.

Any thoughts woud be MOST appreciated. Thank you.

Thanks Cynthia. That would definitely do the trick ... I could run it through a mail merge after I export it. I was hoping there might be a way to generate the report within CiviCRM. For instance, there's a built-in report that runs all employees of a company, but from what I can tell not one that lists all members of a household.

Thanks again!

Scott

Hi Scott

I've just started a Civi forum for people linked to faith-based organisations so it'd be great if you can introduce yourself there at http://forum.civicrm.org/index.php?topic=23332.new;topicseen#new

I'd be very interested to know if you do generate a report to do list households including all members (and I'm sure lots of other church users would be interested too).  With adult children we tend to remove them from households (as the info about their relationship is still there as 'child of' but they've often moved away and have their own address or need to be listed in a directory in their own right).

At some point I'd like to start a thread on this in that forum as it's a key need but one for which there's no simple solution as yet!

Lindsey

at some point in time, past / present or future, there needs to be ONE person who actually does the work Such is the nature and power of open source.

seems like we are getting a fair number of queries of the form: "GOT to be someone else who's done it for me". We thrive and prosper when people give back and scratch some of their own itches. We've come a long way, but we still have a long way to go

lobo

OK ... so I finally got this to work by modifying the "relationship" report.

It's a bit inelegant, I know, and there's some code that needs to go, but by adding a customized "link" field to the individual contact, populating that with a link to a directory photo, and running it through a Word mail merge, this produces a photo directory by household.

Two things that are driving me crazy:

-- I can't figure out how to keep the household name from repeating on the output (e.g., on the "employer" report, the employer is only listed once).
-- I can't figure out how to add the additional address line to a column.

If anyone's got any ideas I'd love to hear them. In the meantime, hope folks find this report useful!

http://www.fifthestateci.com/joomla/Directory.php

Scott