We are looking for a way to provide our telemarketers with a single page for each constituent, showing contact information, contribution history, credited contributions, attributes, subscription history, ticket history, selected promotion responses and CSIs, and some seating history and prices.
The Full Bio Report will do about half of this. But it does not provide us with ticket and seating history or promotion responses, and only with great difficulty have we been able to get it to provide recent subscription history (only from active seasons).
Right now we're using output sets to pull this data. We then spend days in Excel, sorting, translating codes into English, removing duplicate rows, and transposing rows to columns in order to create a single mile-wide row for each constituent. We then triumphantly merge the data into a one-page Word document for each constituent.
Can anyone suggest a less labour-intensive, error-prone way to accomplish all this?
Thanks!
Maureen,
There are also two shared reports (#86 & #206) both of which might provide you with a starting point for creating a one sheet lead sheet. We've been using the BSO's for years now with our own additions and tweaks.
HTH,
Heather