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Patron Activity Report

Lisa McColgan
$organization

Hi all -

We seem to be having a problem with the Patron Activity Report.  We are tracking responses for an upcoming Board meeting tomorrow.  When we run the Patron Activity Report, we are not getting everybody.

For example, Joe Smith was invited, and responded in the affirmative, and this is reflected in his record.  But when we run the report, his name does not appear at all, no matter if the "accepted" status is selected in the report or not.  I went into Joe's record, deleted the activity and re-entered it, and he now shows up in the report.

But there are several other board member records that are affected.  We have never had this problem before...any ideas? 

 

-Lisa

  • $organization
    Hi Lisa,
     
    Have you checked the activity date field for consistency.  Are they all set for the date of the meeting and not the default date that the RSVP came in.  I mention this because we recently had this happen.
    -Jayne
     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lisa McColgan
    Sent: Monday, October 19, 2009 10:55 AM
    To: Jayne Atkinson
    Subject: [Tessitura Development Forum] Patron Activity Report

    Hi all -

    We seem to be having a problem with the Patron Activity Report.  We are tracking responses for an upcoming Board meeting tomorrow.  When we run the Patron Activity Report, we are not getting everybody.

    For example, Joe Smith was invited, and responded in the affirmative, and this is reflected in his record.  But when we run the report, his name does not appear at all, no matter if the "accepted" status is selected in the report or not.  I went into Joe's record, deleted the activity and re-entered it, and he now shows up in the report.

    But there are several other board member records that are affected.  We have never had this problem before...any ideas? 

     

    -Lisa




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
  • $organization in reply to Jayne Atkinson
    Hi -
      Yes, the dates are consistent.  That's what has us flummoxed.
       One common denominator seems to be the constituency code.  Anyone who is flagged as an "Overseer" is not appearing in the report (Trustees and Overseers were invited to this meeting).  But we are not running the report based on any list.
     
    -Lisa

    >>> bounce-jayneatkinson8274@tessituranetwork.com 10/19/2009 2:35 PM >>>
    Hi Lisa,
     
    Have you checked the activity date field for consistency.  Are they all set for the date of the meeting and not the default date that the RSVP came in.  I mention this because we recently had this happen.
    -Jayne
     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lisa McColgan
    Sent: Monday, October 19, 2009 10:55 AM
    To: Jayne Atkinson
    Subject: [Tessitura Development Forum] Patron Activity Report

    Hi all -

    We seem to be having a problem with the Patron Activity Report.  We are tracking responses for an upcoming Board meeting tomorrow.  When we run the Patron Activity Report, we are not getting everybody.

    For example, Joe Smith was invited, and responded in the affirmative, and this is reflected in his record.  But when we run the report, his name does not appear at all, no matter if the "accepted" status is selected in the report or not.  I went into Joe's record, deleted the activity and re-entered it, and he now shows up in the report.

    But there are several other board member records that are affected.  We have never had this problem before...any ideas? 

     

    -Lisa




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!


    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!