Author Topic: Is there a way to export Activity data in CiviCRM? (Read 2076 times)

dschacht · October 16, 2008, 09:35:52 am

Hi,

I am trying to determine if CiviCRM will work for my organization. We specifically need to be able to search and export all data relating to Activities, including Custom Groups and Fields associated with the Activity tab.

So far I only see the capability to export "Contact" specific data.

Does anyone know how to get around this? Is there a plug-in or other interface we can use?

We are currently using CiviCRM 2.1.alpha4 in Joomla, but are going to switch to Drupal.

Thank you!
David

alfred_nutile · October 16, 2008, 09:46:17 am

What fields do you need?
Is it ALL records and all activities or just a group?
I do not see how to do this via the interface but maybe I can put together the mysql query?

dschacht · October 16, 2008, 09:59:34 am

Thanks for the reply.

We would need most of the default activity fields:
* Activity Type
* Added By
* With Contact
* Assigned To
* Subject
* Location
* Date and Time
* Status
* Details

and then about 10 other CUSTOM fields we have created under one group called "Opportunity Tracking Tool"

1. Source / Lead - TEXT FIELD
2. Potential Target Value - MONEY FIELD
3. Program Area - CHECKLIST
4. Project - CHECKLIST
5. Project Description - TEXT FIELD
6. Background - TEXT FIELD
7. Current Status - CHECKLIST
8. Status Detail / Action Step - TEXT FIELD
9. Status Update Date - DATE FIELD
10. Status Updater - DROPDOWN LIST
11. Lead Staff - DROPDOWN LIST

Would this be very cumbersome to put together to export to a CSV file?

Thanks in advance for your thoughts and advice!
David

alfred_nutile · October 16, 2008, 10:13:18 am

Seem we are brining together 3 different areas of data.
contact
activity
custom data
And the custom data can have more then one TRUE.

Seems like an export of
person and related activities is this one here

Code: [Select]

SELECT *
FROM `civicrm_activity_target` at
LEFT JOIN civicrm_activity a ON a.id = at.activity_id
LEFT JOIN civicrm_contact c ON c.id = at.target_contact_id
LIMIT 0 , 30

And then the other one

Code: [Select]

SELECT *
FROM `civicrm_xxxxx` cd
LEFT JOIN civicrm_contact c ON c.id = cd.entity_id
LIMIT 0 , 30

xxxx being how the table is named in your database which related back to the custom fields.

Donald Lobo · October 16, 2008, 10:56:17 am

You might want to consider writing a custom search for this. This will allow you to export all data associated with an activity.

lobo

dschacht · October 16, 2008, 11:08:46 am

Thanks to both for the replies.

As a non-programmer, is there anything I can do to create this custom search, or is this something I should task to a hired programmer?

Best,
David

alfred_nutile · October 16, 2008, 11:39:40 am

If Lobo thinks this can be done in the CiviCRM Search Builder then you could do it there.
If this is something you need to do alot then someone could write a drupal module to make it happen (if it is in drupal)
Hope that helps

Donald Lobo · October 16, 2008, 11:43:28 am

You will need to hire a programmer to write a custom search for this in 2.1. You can check the professional services listing here: http://civicrm.org/professional/

lobo

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Author Topic: Is there a way to export Activity data in CiviCRM? (Read 2076 times)

dschacht

Is there a way to export Activity data in CiviCRM?

alfred_nutile

Re: Is there a way to export Activity data in CiviCRM?

dschacht

Re: Is there a way to export Activity data in CiviCRM?

alfred_nutile

Re: Is there a way to export Activity data in CiviCRM?

Donald Lobo

Re: Is there a way to export Activity data in CiviCRM?

dschacht

Re: Is there a way to export Activity data in CiviCRM?

alfred_nutile

Re: Is there a way to export Activity data in CiviCRM?

Donald Lobo

Re: Is there a way to export Activity data in CiviCRM?