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2

Just had a quick play on the demo site and notes and note date fields become searchable/ accessible using the Data Processor extension. Add note as data source, and contact as additional data source if you want to export note and related contact record at same time (linking Note Entity ID and Contact ID) And then add a csv export as a data output


2

If you have a very simple d7 front end with minimum common modules than it won't be difficult to upgrade from d7 >> d8 >> d9. To Upgrade Civi i would do incremental upgrade i.e 4.6 > 4.7(latest) 4.7 > 5.8(latest) 5.8 > 5.22(latest) 5.22 > 5.37(latest) Would upgrade Civi first than drupal.


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A work-around for this is: From the search results, create a new group. Go to Contacts » Manage Groups find your new group and click Contacts Choose Export Fields It is an annoying bug, but obviously it's a bit akward for some reason.


2

This is possible with SearchKit, but you'll need to be on the latest CiviCRM (5.42+) to export. Here is a URL that contains the search on https://dmaster.demo.civicrm.org, you should be able to modify the URL for your own site. You can add more fields as needed. You can also just replicate the search from this screenshot: Screenshot:


1

There isn't an export for this is CiviCRM, but you could select all the table entries on the screen and then paste it into Excel (or something similar), which would give you the information on this screen. Works if you have up to 100 groups and you set to 110 entries per page (or do it in multiple pages. And also expand any groups that are nested before ...


1

If you add the Summary Fields extension then you can choose to have a field for 'total amount', total this financial year, count this financial year, etc etc, which then makes exporting much easier as it is 'just' another custom field https://civicrm.org/extensions/summary-fields https://civicrm.org/extensions/joinerys-more-summary-fields https://civicrm....


1

In addition to CiviReport, the SQL Tasks extension can handle this.


1

Civireports can send a file automatically so set up a CiviReport with the filter of your choice, then under the "Access" tab, you can enter an email to send the report to. From there, check out Scheduled Jobs to configure the report to send the .csv file at whatever interval you wish (pete with appreciation to Justin for writing most of the answer)


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