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Group information in group member export /
- Alan
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7 years 11 months ago #98629
by Alan
Group information in group member export / was created by Alan
We use EB for a kids event. All registrations are done as a group, with 1 or more members. The parent enters their info once (parent name, email, phone, etc), and then details for each child (name, age, etc).
When we export the information to print contact sheets, etc, the export has rows for the parent and rows for each group member. This makes it hard, because you can't directly find the group information from the member information (such as X child's parent)
Is there a way to merge this information, so that group billing information (such as parent name) goes on each row of the export next to the child's name? I've done it locally from the export, but it's a pain to process the data. I've played with the settings for "Include Group Billing Records" and "Include Group Members Records", but they just appear to leave the group info out of member records, not merge it.
Hopefully the follow screenshots of the export will make this clear:
This is what we currently get from the export:
This is what we would like:
When we export the information to print contact sheets, etc, the export has rows for the parent and rows for each group member. This makes it hard, because you can't directly find the group information from the member information (such as X child's parent)
Is there a way to merge this information, so that group billing information (such as parent name) goes on each row of the export next to the child's name? I've done it locally from the export, but it's a pain to process the data. I've played with the settings for "Include Group Billing Records" and "Include Group Members Records", but they just appear to leave the group info out of member records, not merge it.
Hopefully the follow screenshots of the export will make this clear:
This is what we currently get from the export:
This is what we would like:
- Tuan Pham Ngoc
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7 years 11 months ago #98663
by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Group information in group member export /
Hello Allan
At the moment, unfortunately, we don't have a way to merge these data. I think this is a valid use-case, so if there are more customers requesting for it, I can try to find a solution in Events Booking 3.0.0 series which I will star the development soon
Regards,
Tuan
At the moment, unfortunately, we don't have a way to merge these data. I think this is a valid use-case, so if there are more customers requesting for it, I can try to find a solution in Events Booking 3.0.0 series which I will star the development soon
Regards,
Tuan
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7 years 11 months ago #98735
by Alan
Replied by Alan on topic Group information in group member export /
Hi Tuan,
Thanks for your reply. I'll find an excel based solution for now!
The way registrants page displays groups is a little clunky - I was trying to train someone in it this week how to use it, and it wasn't straight forward to explain. Eg from a group member registration you can't see any of the group details (the fields are there, but blank), but from the group billing you can see all the member details. I would be great to have this a bit neater, and in the export too.
Thanks for your reply. I'll find an excel based solution for now!
The way registrants page displays groups is a little clunky - I was trying to train someone in it this week how to use it, and it wasn't straight forward to explain. Eg from a group member registration you can't see any of the group details (the fields are there, but blank), but from the group billing you can see all the member details. I would be great to have this a bit neater, and in the export too.
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7 years 11 months ago #98762
by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Group information in group member export /
Actually, by default setup, we will just show the group billing records in Registrants Management. Then you can access to group billing record to see full registration details
Will come back to review the export to see whether I can have better solution for it in the future. For now, please use the Excel solution you are having now and give us sometime to improve it
Tuan
Will come back to review the export to see whether I can have better solution for it in the future. For now, please use the Excel solution you are having now and give us sometime to improve it
Tuan
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7 years 11 months ago #98816
by OTWD
Success consists of going from failure to failure without loss of enthusiasm.
Replied by OTWD on topic Group information in group member export /
I second this - I am setting up a swim camp and need parents to register children so i only need the group member details exported and shown in the registrant list (not the billing member)
Success consists of going from failure to failure without loss of enthusiasm.
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7 years 11 months ago #98825
by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Group information in group member export /
That's actually configurable. You can go to Events Booking -> Configuration, set the config option:
1. Include Group Billing Records in Registrants Management to No
2. Include Group Members Records in Registrants Management to Yes
Then it should work as expected
Tuan
1. Include Group Billing Records in Registrants Management to No
2. Include Group Members Records in Registrants Management to Yes
Then it should work as expected
Tuan
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7 years 11 months ago #98839
by OTWD
Success consists of going from failure to failure without loss of enthusiasm.
Replied by OTWD on topic Group information in group member export /
Thanks Tuan - this now shows the registrants as required in the backend list however certain fields are not exported for a Group booking e.g Phone and Email - these values ARE exported if the booking is an Individual type. The values are recorded in the Registrants billing form and are published / required and hide on export is set to "No"
see attached example xls output
see attached example xls output
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7 years 11 months ago #98840
by OTWD
Success consists of going from failure to failure without loss of enthusiasm.
Replied by OTWD on topic Group information in group member export /
If i set the Phone / Email fields to
Display = Both Group Member Form and Individual Billing Form
Only show for first group member = Yes
then they are exported.
Works for my situation here.
Display = Both Group Member Form and Individual Billing Form
Only show for first group member = Yes
then they are exported.
Works for my situation here.
Success consists of going from failure to failure without loss of enthusiasm.
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7 years 11 months ago #98868
by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Group information in group member export /
That would work. But the data for these fields need to be entered for each group members during the registration,
But I think it is not really important, so Yes, it works
Tuan
But I think it is not really important, so Yes, it works
Tuan
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3 years 4 months ago #147965
by Tim
Replied by Tim on topic Group information in group member export /
Hello Tuan,
I have the settings setup with
1. Include Group Billing Records in Registrants Management to No
2. Include Group Members Records in Registrants Management to Yes
When I export registrants for a specific event, it only exports the billing records. I was expecting it to not export billing records and that it would export the group members. instead, in column R it says #Registrants and has the number that was registered with the group, and no group records.
I have the settings setup with
1. Include Group Billing Records in Registrants Management to No
2. Include Group Members Records in Registrants Management to Yes
When I export registrants for a specific event, it only exports the billing records. I was expecting it to not export billing records and that it would export the group members. instead, in column R it says #Registrants and has the number that was registered with the group, and no group records.
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