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Research Notes

Melissa Harty
$organization

I'm wondering if anyone knows/has designed a report that prints out Research/Notes by Note Type?

 

 

  • $organization

    The Full Bio report does this already. Just select only “Notes” from the Sections parameter.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Melissa Harty
    Sent: Friday, June 04, 2010 12:46 AM
    To: Ryan Creps
    Subject: [Tessitura Development Forum] Research Notes

     

    I'm wondering if anyone knows/has designed a report that prints out Research/Notes by Note Type?

     

     




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  • $organization in reply to Ryan Creps (Past Staff Member)

    Hi Ryan

    Many thanks. However, that is notes per individual? How about notes for a list of people?

    Cheers

    Melissa

  • $organization

    If you run the report from the Development Folder of the Reports & Utilities window, you should be able to select either a Constituent ID OR a List.

    -Ryan

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Melissa Harty
    Sent: Monday, June 07, 2010 2:32 AM
    To: Ryan Creps
    Subject: RE: [Tessitura Development Forum] Research Notes

     

    Hi Ryan

    Many thanks. However, that is notes per individual? How about notes for a list of people?

    Cheers

    Melissa

    From: Ryan Creps <bounce-ryancreps9649@tessituranetwork.com>
    Sent: 6/4/2010 6:59:32 AM

    The Full Bio report does this already. Just select only “Notes” from the Sections parameter.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Melissa Harty
    Sent: Friday, June 04, 2010 12:46 AM
    To: Ryan Creps
    Subject: [Tessitura Development Forum] Research Notes

     

    I'm wondering if anyone knows/has designed a report that prints out Research/Notes by Note Type?

     

     




    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!




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  • $organization in reply to Ryan Creps (Past Staff Member)

    Ryan, thanks fo the info. I got the notes to print by getting into the system tables like you suggested. I am trying though to use the Full Bio report to just print a specific note type only. Is that possible or is there a different "canned" report that we could use for that purpose?

    Thanks!

  • $organization in reply to George Syrigos

    Hey George,

    Not sure if this is helpful or not. We're working on a massive clean up of notes imported from our old ticketing system. In order to isolate these notes I've just been using pulling the info from SQL Server Management Studio using this script:

    select n.customer_no,e.notes from TX_CUST_NOTES n
    join TX_CUST_NOTES_EXT e on e.cust_notes_no=n.cust_notes_no
    where n.note_type=<enter note type number here>

    This gives you every customer and the note details for a specified note type.
    But if you're looking for a specific list of people you could easily add a list element in there:

    select n.customer_no,e.notes from TX_CUST_NOTES n
    join TX_CUST_NOTES_EXT e on e.cust_notes_no=n.cust_notes_no
    join T_LIST_CONTENTS l on l.customer_no=n.customer_no
    where n.note_type=<enter note type number here>
    and l.list_no=<enter list number here>

    I don't know of a report that will run for a specific type of note so this is the work around I've found.

    Hope it helps!

  • $organization

    Beth, thanks for getting back to me. We are a small organization without a tech department and without the additional SQL Studio. I can just work from whatever the standard Tess reports are. At this point I am trying to get the Full Bio report to save in excel so that I can then manipulate it quickly but the notes fields refuse to come over (probably because of too much text).

    I tried to just print out portions of the report from what I see on screen but no luck again, I keep on getting the first page!

     

    Any ideas?

    Thanks again,

    George

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Hawryluk
    Sent: Thursday, June 21, 2012 11:31 AM
    To: George Syrigos
    Subject: RE: [Tessitura Development Forum] Research Notes

     

    Hey George,

    Not sure if this is helpful or not. We're working on a massive clean up of notes imported from our old ticketing system. In order to isolate these notes I've just been using pulling the info from SQL Server Management Studio using this script:

    select n.customer_no,e.notes from TX_CUST_NOTES n
    join TX_CUST_NOTES_EXT e on e.cust_notes_no=n.cust_notes_no
    where n.note_type=<enter note type number here>

    This gives you every customer and the note details for a specified note type.
    But if you're looking for a specific list of people you could easily add a list element in there:

    select n.customer_no,e.notes from TX_CUST_NOTES n
    join TX_CUST_NOTES_EXT e on e.cust_notes_no=n.cust_notes_no
    join T_LIST_CONTENTS l on l.customer_no=n.customer_no
    where n.note_type=<enter note type number here>
    and l.list_no=<enter list number here>

    I don't know of a report that will run for a specific type of note so this is the work around I've found.

    Hope it helps!

    From: George Syrigos <bounce-georgesyrigos8715@tessituranetwork.com>
    Sent: 6/21/2012 9:31:16 AM

    Ryan, thanks fo the info. I got the notes to print by getting into the system tables like you suggested. I am trying though to use the Full Bio report to just print a specific note type only. Is that possible or is there a different "canned" report that we could use for that purpose?

    Thanks!




    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 George Syrigos

    Hmmm..... Do you have access to system tables? If so you could create an output set for notes with a parameter to select specific note types.

    I just tried setting this up in my test system and it seems to do the job. The only thing that is weird on my end is that many of our imported notes from our old system do not actually display the entire note in Tessitura for some reason. When I export the note using SQL I can see the whole note but doing this output set I can only see what Tessitura displays. So there may be an issue with truncating... I'm not sure. I would recommend testing it out before accepting it as a solution.

    I came up with this from reading a few other forum posts as well as checking out the Output Set Builder Cookbook. So if anyone sees something wrong with this please feel free to chime in and fix it!

    In TR_QUERY_ELEMENT:

    Description = Research Notes
    Category = Constituent
    Data Select = !.notes
    Data From = (select a.customer_no, a.note_type, notes = dbo.FS_GET_CUST_NOTES(a.cust_notes_no) from vxs_cust_notes a)
    Data Where = note_type IN(<<p#>>) --> replace the # with the id number from tr_query_element_parameter once it is built
    Control Group = (leave blank)
    Single Row = (leave unchecked)

     

    In TR_QUERY_ELEMENT_PARAMETER:

    Description = Notes Type
    Data Type = String
    End of Day = (leave unchecked)
    Multi Select = (check this box)
    Ref Tbl = vrs_cust_notes_type
    Ref Id = id
    Ref Desc = description
    Ref Where = (leave blank)
    Ref Sort = description

     

    I hope that actually works! I'm not the best at building output sets. :)

     

  • $organization

    I have a custom report that returns just the type of note that was requested (or all notes, if no specific type was requested), with optional parameters for a date range in which the note was either created or updated, as well as an optional parameter of list.

     

    Lucie

     

    _____________________________
    Lucie Spieler
    IT Development and Training Manager

    Editor, Season Program Book
    Florida Grand Opera

  • Former Member
    Former Member $organization

    That sounds interesting, can you email me off the forum to discuss?

     

    kmurphy@nashvilleopera.org

     

    Thanks!

     

    Kristin

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lucie Spieler
    Sent: Thursday, June 21, 2012 1:22 PM
    To: kmurphy@nashvilleopera.org
    Subject: RE: [Tessitura Development Forum] Research Notes

     

    I have a custom report that returns just the type of note that was requested (or all notes, if no specific type was requested), with optional parameters for a date range in which the note was either created or updated, as well as an optional parameter of list.

     

    Lucie

     

    _____________________________
    Lucie Spieler
    IT Development and Training Manager

    Editor, Season Program Book
    Florida Grand Opera




    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

    George,

    The good news is that you’re not doing anything wrong.  The bad news is that the Full Bio Report will only save the first page to Excel.  In simple terms, my understanding is that the Full Bio Report is actually many small reports nested next to each other.  When you save to Excel, it only recognizes the first report, in other words, the first page. 

     

    We’ve had a couple of reports adjusted to include the option to choose a specific research note for output, but I’m not familiar with any canned reports that offer the same flexibility.  We’re about to convert to v11 and I’m not sure how these reports will react at first (we’re still testing), but I’ll take a look and see if it’s something I can duplicate in output set builder.  What other information are you hoping to extract with the research notes?

     

    Amber

     

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    _______________________________________________________

    Amber Newsome

    Manager of Special Campaigns
    Segerstrom Center for the Arts

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    P Please consider the environment before printing this email

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of George Syrigos
    Sent: Thursday, June 21, 2012 8:46 AM
    To: Amber Newsome
    Subject: RE: [Tessitura Development Forum] Research Notes

     

    Beth, thanks for getting back to me. We are a small organization without a tech department and without the additional SQL Studio. I can just work from whatever the standard Tess reports are. At this point I am trying to get the Full Bio report to save in excel so that I can then manipulate it quickly but the notes fields refuse to come over (probably because of too much text).

    I tried to just print out portions of the report from what I see on screen but no luck again, I keep on getting the first page!

     

    Any ideas?

    Thanks again,

    George

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Hawryluk
    Sent: Thursday, June 21, 2012 11:31 AM
    To: George Syrigos
    Subject: RE: [Tessitura Development Forum] Research Notes

     

    Hey George,

    Not sure if this is helpful or not. We're working on a massive clean up of notes imported from our old ticketing system. In order to isolate these notes I've just been using pulling the info from SQL Server Management Studio using this script:

    select n.customer_no,e.notes from TX_CUST_NOTES n
    join TX_CUST_NOTES_EXT e on e.cust_notes_no=n.cust_notes_no
    where n.note_type=<enter note type number here>

    This gives you every customer and the note details for a specified note type.
    But if you're looking for a specific list of people you could easily add a list element in there:

    select n.customer_no,e.notes from TX_CUST_NOTES n
    join TX_CUST_NOTES_EXT e on e.cust_notes_no=n.cust_notes_no
    join T_LIST_CONTENTS l on l.customer_no=n.customer_no
    where n.note_type=<enter note type number here>
    and l.list_no=<enter list number here>

    I don't know of a report that will run for a specific type of note so this is the work around I've found.

    Hope it helps!

    From: George Syrigos <bounce-georgesyrigos8715@tessituranetwork.com>
    Sent: 6/21/2012 9:31:16 AM

    Ryan, thanks fo the info. I got the notes to print by getting into the system tables like you suggested. I am trying though to use the Full Bio report to just print a specific note type only. Is that possible or is there a different "canned" report that we could use for that purpose?

    Thanks!




    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!

  • $organization in reply to Amber Newsome

    Just to pop in here about v11 functionality - the Full Bio report hasn't changed (it is still a nested Infomaker report) so sadly you won't see any different behavior saving that particular report to excel - however its been supplanted with a new SSRS report called Constituent Profile. Unfortunately I'm having a little issue with it right now - so I can't report back on what it does actually. Stay tuned...

    - heather



    [edited by: Heather Kraft at 2:25 PM (GMT -6) on 22 Jun 2012]
  • $organization

    Lucie, would we be able to use it if we have not purchased the custom reports program?

    George

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lucie Spieler
    Sent: Thursday, June 21, 2012 2:24 PM
    To: George Syrigos
    Subject: RE: [Tessitura Development Forum] Research Notes

     

    I have a custom report that returns just the type of note that was requested (or all notes, if no specific type was requested), with optional parameters for a date range in which the note was either created or updated, as well as an optional parameter of list.

     

    Lucie

     

    _____________________________
    Lucie Spieler
    IT Development and Training Manager

    Editor, Season Program Book
    Florida Grand Opera




    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

    You would need SQL Server Management Studio to create the local procedure in your database and InfoMaker for the report display.

     

    Lucie

     

    ________________

    Lucie Spieler

    IT Development and Training Manager

    Florida Grand Opera

    8390 NW 25th Street

    Miami, FL 33122

    305-854-1643 ext 1521

    www.FGO.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of George Syrigos
    Sent: Monday, June 25, 2012 9:46 AM
    To: Lucie Spieler
    Subject: RE: [Tessitura Development Forum] Research Notes

     

    Lucie, would we be able to use it if we have not purchased the custom reports program?

    George

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lucie Spieler
    Sent: Thursday, June 21, 2012 2:24 PM
    To: George Syrigos
    Subject: RE: [Tessitura Development Forum] Research Notes

     

    I have a custom report that returns just the type of note that was requested (or all notes, if no specific type was requested), with optional parameters for a date range in which the note was either created or updated, as well as an optional parameter of list.

     

    Lucie

     

    _____________________________
    Lucie Spieler
    IT Development and Training Manager

    Editor, Season Program Book
    Florida Grand Opera




    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!