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  • How to export Member Since date?
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Author Topic: How to export Member Since date?  (Read 671 times)

Beth Hynes

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How to export Member Since date?
November 08, 2012, 10:45:16 am
Hello!

We are new users of Civi. I am exporting data for use in Word merges for thank you letters. (We are using Word because that is what I am most familiar with and hope to be moving to using Civi after the year end.)

I've set up a custom export to get the fields I want but I can't seem to find a field for the Member Since field that I see in the Add Membership process (I am adding contributions at the same time).

Thanks,

Beth

Jason W

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Re: How to export Member Since date?
November 08, 2012, 11:39:00 am
Hello Beth,

I would suggest Using an Advanced search. If you choose to display results as Memberships you will get the member since colukn. you can also expand the contributions accordion and add contribution information that way. then when the search comes back, you can select all contacts, then choose export from the actions menu.

Cheers,
Jason
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Beth Hynes

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Re: How to export Member Since date?
November 08, 2012, 12:44:36 pm
Thanks! I just tried using an Advanced Search, choosing the Contribution Dates range I need to thank. However, when it came to the export I used the Select Fields and there was no method of selecting contribution info (amount, members since, or anything).

We need fields that show info about the donor and info about the donation: the date gift received, amount, contribution type, campaign title, end date, member since, plus address, salutation (postal greeting), and others.

Could you elaborate?

Beth

petednz

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Re: How to export Member Since date?
November 08, 2012, 02:36:08 pm
Hi Beth - Jason is referring to the selector in top right corner of Adv Search where you can set how you want your results to be 'displayed'

If you choose 'Contributions' then having 'displayed' the results you have access to Contribution-related Actions

And if you Export, you will have access to the Contribution fields that you are needing.

I think that should get you sorted.
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Beth Hynes

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Re: How to export Member Since date?
November 09, 2012, 11:56:41 am
Thanks, that did help. I have found how to export Member Since!

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • How to export Member Since date?

This forum was archived on 2017-11-26.