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  • CiviCRM Community Forums (archive) »
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  • Using CiviCRM (Moderator: Dave Greenberg) »
  • Producing a PDF report for a specific membership
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Author Topic: Producing a PDF report for a specific membership  (Read 1273 times)

stuart

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Producing a PDF report for a specific membership
June 19, 2013, 01:55:41 am
Is there a way to produce a report for a contacts specific membership?

Some of our contacts have two memberships, but the membership type token in the report always contains just the first membership, when we want the second membership to be the one listed in the PDF.

We can do an advanced search using "Display Results As Memberships" to get the desired specific membership for the list of applicable contacts, but then there's no option to print a PDF letter in the actions menu.

Kurund Jalmi

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Re: Producing a PDF report for a specific membership
June 20, 2013, 02:24:57 am
Quote
Is there a way to produce a report for a contacts specific membership?

Some of our contacts have two memberships, but the membership type token in the report always contains just the first membership, when we want the second membership to be the one listed in the PDF.

Have you checked "Membership Details" report? It should display all the memberships for a contact and then you can create a pdf.
eg: http://drupal.demo.civicrm.org/civicrm/report/instance/21?reset=1

Hth
Kurund
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stuart

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Re: Producing a PDF report for a specific membership
June 20, 2013, 05:42:01 am
Quote from: Kurund Jalmi on June 20, 2013, 02:24:57 am
Quote
Is there a way to produce a report for a contacts specific membership?

Some of our contacts have two memberships, but the membership type token in the report always contains just the first membership, when we want the second membership to be the one listed in the PDF.

Have you checked "Membership Details" report? It should display all the memberships for a contact and then you can create a pdf.
eg: http://drupal.demo.civicrm.org/civicrm/report/instance/21?reset=1

Hth
Kurund

Thanks for the response, but not quite what we're after. Our administrators have made a custom letter to send to each contacts (by making a new Message Template), and need the token to fill in the appropriate bits in the letter.

Kurund Jalmi

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Re: Producing a PDF report for a specific membership
June 22, 2013, 05:26:02 am
Quote
Thanks for the response, but not quite what we're after. Our administrators have made a custom letter to send to each contacts (by making a new Message Template), and need the token to fill in the appropriate bits in the letter.

I guess you will need some custom coding and use token hooks. Check below documentation:

http://wiki.civicrm.org/confluence/display/CRMDOC43/hook_civicrm_tokens
http://wiki.civicrm.org/confluence/display/CRMDOC43/hook_civicrm_tokenValues

Kurund
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Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • Producing a PDF report for a specific membership

This forum was archived on 2017-11-26.