Get a report of how many years someone is in a role

[RVice]

Is there an easy way to get a report of how long someone was in a specific role?

The use case, we have a qualification for "life member" when they make 20 years of being a regular paid member. The years need not be sequential. Ideally, it would be recorded paid years, but that requires using a separate plugin or recording system of payments.

Ideally, I could just get a CSV export of the start/end years of roles for members or a rollup sum of those years. When we hit 19-20 years for instance, it should be a relatively short list to figure out if they actually qualify for year 20 or have to wait one more year.

I suppose with AI now, I could give it the admidio repo and ask it to create this report as well. Just seeing if there's already something there.

[RVice]

FYI, I took a stab at it, but it modifies the existing category report at its core. Not sure that's the best thing to do, but it does solve what I need.

https://github.com/Admidio/admidio/pull/2042

[fallingwha]

I don't think there's a built-in report for this at the moment. One possible workaround would be to export the role history data and calculate the duration externally (e.g., in Excel or a small script). If your members typically stay in the same role continuously, the role assignment date alone might get you close enough for identifying people approaching the 20-year mark. A dedicated report showing role start/end dates and total time spent in a role would definitely be a useful feature, though.

[greno]

Hi Rvice,
If you use groups and roles to select a list configuration in V5 with the following columns:

Last Name, First Name, Membership Duration, and a Role, admidio will display the desired data.

You can then export this data and process it further.

grusz greno

[RVice]

@greno, it can be done, but requires exporting and doing excel/google sheets formulas. Additionally, our roster is a little more complicated in that there are multiple roles to consider a "member for X year" calculation (Life Member, Member, Honorary Member, Applicant, Corresponding Member, Active Duty Member) versus our "Life Member Qualified" calculation (Member, Active Duty Member).

The Pull Request I put up, has both total years as a member (with selected roles) and total years towards life membership (with selected roles, the threshold number of years to achieve life membership and how many years someone has towards life memberhsip). This makes it very easy for us to generate our Life Member plaques and also to setup an anniversary notice in our newsletter.

I just put the PR to ready for review.