Research Notes

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

 

 

Parents
  • 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

     

    My last name has changed. 
    Please update your records to include my new e-mail address:
    ANewsome@SCFTA.org
    _______________________________________________________

    Amber Newsome

    Manager of Special Campaigns
    Segerstrom Center for the Arts

    600 Town Center Drive, Costa Mesa, CA 92626

    T (714) 556-2122 x 4259   F (714) 755-2712
    E ANewsome@SCFTA.org

    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!




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Reply
  • 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

     

    My last name has changed. 
    Please update your records to include my new e-mail address:
    ANewsome@SCFTA.org
    _______________________________________________________

    Amber Newsome

    Manager of Special Campaigns
    Segerstrom Center for the Arts

    600 Town Center Drive, Costa Mesa, CA 92626

    T (714) 556-2122 x 4259   F (714) 755-2712
    E ANewsome@SCFTA.org

    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!

Children
  • 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]