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  • CiviCRM Community Forums (archive) »
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Author Topic: Export & relationships  (Read 1275 times)

dflasse

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Export & relationships
June 05, 2007, 03:24:34 am
Hi,

I need to be able to export relationships. For example, I've an organisation that employ 15 Individuals. How do I export it?

Another examples: when I export contacts, there's no way to export the current employer field from an individual.

Is there a way to make an advanced search on several relationships? For example, all indiviual employees of XXX who also are member of an household.

We have an intensive use of relationships and any help would be greatly appreciated.

Damien

Dave Greenberg

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Re: Export & relationships
June 05, 2007, 06:56:07 am
There's currently no way to do either of these things w/o doing some of your own development.

However, I think you will be able to meet some or all of your relationship "reporting" by building your own reports with 1.8's CiviReport feature. If you're interested in pursuing this, check out Robert Guerra's info in installing BIRT which is the engine behind CiviReport. You might also want to begin getting up to speed on the CiviCRM schema and draft some SQL queries that will grab the relationship info you need.
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rguerra

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Re: Export & relationships
June 05, 2007, 07:25:08 am
I too need to generate a list of relationships.. so i'll try to share how I get to printing the reports. Specifically, i'll document the SQL query that I develop to list relationships in a format that is useful.  Currently, i've only documented one - that being how to list contacts related to each type of membership. Details are here:

http://wiki.civicrm.org/confluence/display/CRMDOC/Membership+-+List+of+Contacts

As Dave mentioned, i've been developing a site for a client that requires a number of reports. I've been working on getting BIRT & Eclipse working with CiviCRM. The installation isn't for the beginner, but once you have things installed you have a wonderful report generation in place :)


Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Export & relationships

This forum was archived on 2017-11-26.