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Need Constituent Export with Creation Time

Ram Basu

I need to export selected data fields, including the Creation Time of the record. Ideally, I'd also like to include Created By, Modification Time, and Last Modified By fields as well. I expected I could choose these system fields when setting up a mail merge to download a CSV based on my query/group, but those fields aren't accessible via mail merge. And they're not part of the bare-bones Constituent Data Download export.

How can I download a CSV of constituent info with at least Creation Time included, along with several other specific fields I need to specify? Thanks for any advice.

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Comments

Philip Nawrocki

@Ram Basu This might work, go to Report Writer and choose Constituent report in Select Report Type, Report Selection. Check the radio button for Center Members.

Click next. On the Select Columns page, search/find on the page: Biographical Information. Almost all of your fields are there.

Then you can filter on Step 5 to get the range you want.

You will be able to export to .csv once you run it.

Thanks,

Phil

Ram Basu

@Philip Nawrocki, thanks. I've never had occasion to use Report Writer (we use LO only for email, nothing else), but I'll take a look!

Gwendolyn Chambers

@Ram Basu
I don't believe it's possible to export the creation field for a merge file. I've done what Philip recommends in report writer and have also used queries. I would like to see this feature added though. There are several requests for this in the Ideas Portal if you want to add your vote.

Ram Basu

@Gwendolyn Chambers thanks for the reference. I've up-voted those suggestions.