Here's a feature idea for the next version of CBsubs...

I've got a client who switched their membership program from an offline database system to CBSubs. The functionality is great, and meets their needs in many ways. As much as possible, they're using CBsubs site integration and plugins to automate membership administration. There's one thing that they keep asking me for, though...

The membership committee chairperson has to present several dead-tree reports to the board each month. Specifically, she needs to make a report that lists the name/address/ID/email/phone of users who have recently renewed, another for new signups, and a third for recent expirations. Another thing she needs to create are mailing labels for sending welcome packets and other snail-mail materials to members.

So far, I've got her using CBJuice, and then slicing and dicing the info as needed. I've needed to add some CBfields and SQL integrations to output everything she needs, but it works.

Here's what I'd really like to do, within CBsubs.

• Export a CSV member roster, customizable by changes in member status + date. It'd output the same data that is on the registration form, and could be limited to new signups/expirations over certain time spans (by specific/combined plans).
• The charts and payment details that CBsubs provides are great. It'd be awesome if I could just customize those to include the member-specific info for her different reports, then export them as a PDF.

Like I said, it's possible to do all of that using CBJuice, but think of how inelegant that is: we're pulling from a separate database, customizing CBSubs to dump redundant data into that DB, unable to filter the output prior to exporting, then we have to schlep through that output to pull what we need, and manually create any visuals for the report.

If I knew PHP, I could probably write a plugin that would do this, but I don't know PHP. Even if I did, it probably not include the groovy visuals generated by the payments center, payments, and statistics pages. So, it seems that the core team is going to do a better job than a third party. It'd be a great addition.

Cheers!

Post edited by: krileon, at: 2010/10/20 21:27

Great. Thanks for the quick reply.

By the way, is it possible to include special statements in the CB Fields plugin, or is it just straight-up text? I searched around and didn't see anything.

I'd like to modify the regular CB member info to update the "Member Since" field when a plan is upgraded, expired, or renewed (or, to update a secondary field if it's a bad idea to touch the "since" entry for some reason).

We would also like to see the same reports as requested by Jeremy.

name/address/ID/email/phone of users who have recently renewed, another for new signups, and a third for recent expirations.

As a suggestion... if the CBSubs fields were available in the CB Lists Management we could create our own reports.

CSV export combining CB and CBSubs would be a most welcome alternative.

CB and CBSubs rock!
Thank You!

Post edited by: Robert_ITMan, at: 2010/01/28 22:25