Filtering & options for export of registrants

  • Ian Shere
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9 years 4 months ago #69107 by Ian Shere
When downloading a list of registrants, rarely, if ever, will a user want to download everyone. They will want to do some filtering...but there is none. I have a site with, currently, 3 different events people are registering for. The client asked me to give them a list of all registrants for one of the events. Had to download every registrant from all 3 events, then manually remove the ones I didn't want.

It is also only available in CSV. How about PDF as well?

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9 years 3 months ago #69457 by Geoff Nadin
Replied by Geoff Nadin on topic Filtering & options for export of registrants

Ian Shere wrote: When downloading a list of registrants, rarely, if ever, will a user want to download everyone. They will want to do some filtering...but there is none. I have a site with, currently, 3 different events people are registering for. The client asked me to give them a list of all registrants for one of the events. Had to download every registrant from all 3 events, then manually remove the ones I didn't want.

It is also only available in CSV. How about PDF as well?

I have a similar problem. Many of our subscribers are unable or unwilling to make online payments of subscriptions so we have to provide an offline payment option on the site. We then need to reconcile payments registered on the site with payments received offline and submit the usual deposit information to our bank, listing all these offline transactions. We need to be able to filter the download file to include only offline payments received since the last reconciliation event and produce the deposit transaction list. We have created a spreadsheet into which we can copy the downloaded member file and, via macros, produce the deposit list. However, with over 7,000 subscribers in the database, this is more than a challenge. Filtering would reduce the size of the downloaded file to less than 100 records at a time.

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