Customizing the XLS export
É
Élodie Massa
In an ideal world, I dream of being able to export an xls of the list of people registered in a group or activity that is customizable.
In addition to the NAMES and surnames that should always be exported, it would be convenient to be able to choose what other information you want to export.
Indeed, today, regardless of the group concerned, we always export the same fields, but for example, for an export of a list of young people, we may need the date of birth, but not their personal email (they do not always have one), on the other hand, we may need to export the last name and first name of the parents.
É
Élodie Massa
Merged in a post:
[Group/Excel Export] To be able to export the contact details of a young person's parents quickly
Simon MATHIEU
## Description
- The excel export of participants in a youth group does not currently include the following data:
- The school (for a group of young people, it's inconvenient)
- The telephone and email addresses of the parents (it's very annoying)
P
P. Raphaël Cournault
@ Simon MATHIEU rewording your title to be more explicit gives [Group/Excel Export] Being able to export the contact details of a young person's parents quickly since the other subject is already possible.
Michel PERRINET
Yes. The configurable export would be very useful. In another use case, I need to export the spouse from the household of the member to the group...
Lead: Maybe the data engine used for document generation could be used here to add fields for export?
É
Élodie Massa
Hello Simon MATHIEU an improvement has been made and we can now export the school during the xls export.
Marie DAVOUST
It's quite simple to transform a pdf into Excel: you need to have the data menu in the command bar, if you don't have it you add it by modifying your command bar, on Mac you have to load the extension.
Then you have to do the doc you want, then open Excel and do import data >from file> from pdf and that's it. By the way, you gave the data to Google, which you do anyway using Excel.
On the other hand, do not use the Internet's “transform pdf into excel” tools for sensitive data because now it is not just Google but the entire Internet that you are showing them!
Good day
É
Élodie Massa
Marie DAVOUST: I myself know how to transform a PDF into xls. That is not the point.
When some parishes use Enoria, but not their diocese, specific data must be reported in xls format and it would be convenient when you want to export to be able to choose which fields to export.
Madeleine FLEURY
A document allows you to edit this information. It is called Trombinoscope Group. An example is attached.
É
Élodie Massa
Madeleine FLEURY: Thank you Madeleine, but that is not the question.
Don Pascal VALETTE
Indeed, not all fields are exported in the Excel table, although it may be complicated to be able to choose, at least all the fields in the displayed group should be exported.
Thank you
Caroline DAUGUET
Yes, for a list of young people registered for an activity, it would be great to be able to export the Name and First Name of the parents, + a telephone number in case of emergency!