Is there a way to export the User Group List

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Jeff Fischer
Jeff Fischer
Eighth Anniversary First Comment
in Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions
We have been using Luminate Online for about 8 months and the User Group list is getting large and I wanted to export the list to try and track common groups and basically cleanup the list if possible.  Is there a way to export the list with some basic imformation about the list like number of members, when it was created and things like that.  I know you can view the list under User Goup tab but I cannot see any export/print function.  Thanks
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  • Brian Mucha
    Brian Mucha
    Ancient Membership 2500 Comments 250 Likes Name Dropper

    Jeff Fischer:

    We have been using Luminate Online for about 8 months and the User Group list is getting large and I wanted to export the list to try and track common groups and basically cleanup the list if possible.  Is there a way to export the list with some basic imformation about the list like number of members, when it was created and things like that.  I know you can view the list under User Goup tab but I cannot see any export/print function.  Thanks

    Take a look at Data Management > Mail Merges.


    BPM

  • Jeff Fischer
    Jeff Fischer
    Eighth Anniversary First Comment

    Brian Mucha:

    Jeff Fischer:

    We have been using Luminate Online for about 8 months and the User Group list is getting large and I wanted to export the list to try and track common groups and basically cleanup the list if possible.  Is there a way to export the list with some basic imformation about the list like number of members, when it was created and things like that.  I know you can view the list under User Goup tab but I cannot see any export/print function.  Thanks

    Take a look at Data Management > Mail Merges.


    BPM

     

    I looked there but I did not find any operational type fields - it was all constituent data.  Did I miss a way to change the type of data I am looking for?  We have created around 500 different groups (email, event attendees, etc) and it is almost impossible to check them one screen at a time - looking for duplicate kind of groups and just trying to manage them better.  I found one report category that was close - Group Perfomance by Message but that does not breakdown the goups just the emails.  It would seem over time as you have more events and emails that the groups would become hard to manage.  Thanks for the reply.

  • Brian Mucha
    Brian Mucha
    Ancient Membership 2500 Comments 250 Likes Name Dropper
    "Is there a way to export the list..."  Sorry, took that as the list of members in each group.


    Ugh, 500+ groups. That's a tough one.


    I can't think of a report that's going to get you anywhere near what you are after.


    A better option might be Web Services. You could use the console to run a query and pull some of the info you are after.


    http://open.convio.com/webservices/#types.group.html


    SELECT

        Id,

        Name,

        TypeId,

        QueryId,

        LastBuildTime,

        GroupMode,

        SecurityCategoryId,

        CreationDate,

        CreatedBy,

        ModifyDate,

        LastChangeBy,

        TotalCount,

        ActiveCount,

        UsableCount,

        HardBounceCount,

        SoftBounceCount,

        OptedOutCount,

        DeceasedCount,

        NoEmailAddressCount,

        StatsLastUpdated

    FROM Group

    WHERE TotalCount > 0


    You'll need to run it a bunch of times to deal with pagination on such a large number of groups, so it's a clunky manual process.


    You'll get back data that looks like this:


          <Record xsi:type="ens:Group">

            <ens:Id>94915</ens:Id>

            <ens:Name>Temporary Group #7220077</ens:Name>

            <ens:TypeId>0</ens:TypeId>

            <ens:QueryId>0</ens:QueryId>

            <ens:LastBuildTime>2016-11-28T19:42:43Z</ens:LastBuildTime>

            <ens:GroupMode>4</ens:GroupMode>

            <ens:SecurityCategoryId>1</ens:SecurityCategoryId>

            <ens:CreationDate>2016-11-28T19:42:43Z</ens:CreationDate>

            <ens:CreatedBy>1279041</ens:CreatedBy>

            <ens:ModifyDate>2016-11-28T19:42:43Z</ens:ModifyDate>

            <ens:LastChangeBy>1279041</ens:LastChangeBy>

            <ens:TotalCount>142</ens:TotalCount>

            <ens:ActiveCount>142</ens:ActiveCount>

            <ens:UsableCount>105</ens:UsableCount>

            <ens:HardBounceCount>5</ens:HardBounceCount>

            <ens:SoftBounceCount>5</ens:SoftBounceCount>

            <ens:OptedOutCount>32</ens:OptedOutCount>

            <ens:DeceasedCount>0</ens:DeceasedCount>

            <ens:NoEmailAddressCount>0</ens:NoEmailAddressCount>

            <ens:StatsLastUpdated>2016-11-28T19:42:43Z</ens:StatsLastUpdated>

          </Record>


    EDIT: And once you have that huge SOAP data file, I think you could clean it up a bit in a text editor and then import it as XML into Excel.

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