Exporting optional addresses

Hi everyone,

I have a list of patrons with a winter address in Florida.  Is there a report that will let me choose to export this optional address instead of the patrons' primary address for the whole list?

Thank you,

Josh Wright

  • Do these addresses have their own address type? That might be a way that you can isolate just those addresses.

     

    Thanks,

     

    Marie

     

    --

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance and Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816-931-2232 x 1382 | 816-931-1172 (fax)

     

    Buy tickets and enroll for classes: www.kcballet.org


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Joshua Wright
    Sent: Monday, October 03, 2011 1:07 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Exporting optional addresses

     

    Hi everyone,

    I have a list of patrons with a winter address in Florida.  Is there a report that will let me choose to export this optional address instead of the patrons' primary address for the whole list?

    Thank you,

    Josh Wright




    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!

  • Thanks Marie!  The address all have the same address type, but none of these addresses are the primary address for these records. I can build a list using the shared address type, but don't know how to export that list with this specific non-primary address type.  The reports and output sets I've tried just export the primary address.

    Thanks so much,

    Josh

  • Reports and utilities that output addresses (including the Execute an Output Set report) have parameters meant to help you select winter addresses, but they are based on address purpose or address active dates.  Would either of those two options work for you in this circumstance?

     

    If not, you’ll have to add a new output set element for address that has a parameter for address type (or have an IT resource pull these addresses for you from the back end).

     

    Kevin Sheehan

    Senior Documentation & Learning Resources Specialist

    Tessitura Network

    +1 888 643 5778 x 329

    ksheehan@tessituranetwork.com

     

  • Being able to use the other address types might be a system admin issue. When I choose address type in “List Manager” I have access to all my address types. He/she may need to give you access to be able to pull the other address types.

     

    Marie

     

    --

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance and Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816-931-2232 x 1382 | 816-931-1172 (fax)

     

    Buy tickets and enroll for classes: www.kcballet.org


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Joshua Wright
    Sent: Monday, October 03, 2011 2:03 PM
    To: Marie Kocher
    Subject: RE: [Tessitura Development Forum] Exporting optional addresses

     

    Thanks Marie!  The address all have the same address type, but none of these addresses are the primary address for these records. I can build a list using the shared address type, but don't know how to export that list with this specific non-primary address type.  The reports and output sets I've tried just export the primary address.

    Thanks so much,

    Josh

    From: Marie Kocher <bounce-mariekocher5698@tessituranetwork.com>
    Sent: 10/3/2011 1:49:58 PM

    Do these addresses have their own address type? That might be a way that you can isolate just those addresses.

     

    Thanks,

     

    Marie

     

    --

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance and Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816-931-2232 x 1382 | 816-931-1172 (fax)

     

    Buy tickets and enroll for classes: www.kcballet.org


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Joshua Wright
    Sent: Monday, October 03, 2011 1:07 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Exporting optional addresses

     

    Hi everyone,

    I have a list of patrons with a winter address in Florida.  Is there a report that will let me choose to export this optional address instead of the patrons' primary address for the whole list?

    Thank you,

    Josh Wright




    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!

  • Thank you Marie and Kevin.  I'll work with my IT staff to build a new output set element that contains a parameter for the address type.  Thanks again.

  • Kevin, 

    I am running in to this issue - i need an output that pulls all available options of our address types, NOT just the primary address.  
    I don't see this option in the output recipe book - and we do not have IT support at our org, and cannot afford consulting - is there an output set recipe that you have for this, OR is there another way for me to get this info about my constituents via list/extraction or output set that I'm just not aware of? 

    Thank you! 

  • Hi Kelly! Kevin asked me to reply on his behalf. I suggest you implement the Emails by Type recipe. If you use this element without the filter applied, it will return all active email addresses for a constituent. 

  • Thanks Michael! I was looking for mailing addresses- will this idea used for the emails work for trying to build the output for address types too?

  • Oh I'm sorry, I read too fast! Postal addresses are really similar to emails, just a few more fields. 

    Add a row to TR_QUERY_ELEMENT_GROUP with a Description of "Address – Multiple Output" (or however you'd like to label it), a Data From to VS_ADDRESS, a Data Where of !.inactive <> 'Y' and a Category of Address Information.

    Then add 5 rows to TR_QUERY_ELEMENT (for street 1, street 2, city, state, and postal code):

    1. Street 1: 
      1. Description: Street 1
      2. Group Id: Address – Multiple Output 
      3. Data Select: !.street1
    2. Street 2: 
      1. Description: Street 2
      2. Group Id: Address – Multiple Output 
      3. Data Select: !.street2
    3. City:  
      1. Description: City
      2. Group Id: Address – Multiple Output 
      3. Data Select: !.city
    4. State: 
      1. Description: State
      2. Group Id: Address – Multiple Output 
      3. Data Select: !.state
    5. Postal Code:
      1. Description: Postal Code
      2. Group Id: Address – Multiple Output 
      3. Data Select: !.postal_code
  • Thanks again 

    two questions - do i need to create anything under: TR_QUERY_ELEMENT_PARAMETER? 
    Also with the TR_QUERY_ELEMENT - should i select single row? 

    is there a way to have it note what "type" the address is pulling from or can I create an output filter for that? if so - what's a suggestion on creating an output filter? 

    Thank you again for your help! 

  • Do not mark any of the rows as "single row" for this situation.

    Yes, you can make an output filter for address type. Add a row to TR_QUERY_ELEMENT_PARAMETER as follows: 

    Description: Address Type
    Group Id: Address – Multiple Output
    Filter Element: address_type
    Data Type: String
    Ref Tbl: VRS_ADDRESS_TYPE
    Ref Idcol: id
    Ref Desccol: description
    Ref Sort: description

    Outputting the name of the address type along with this data requires a slightly different query. Hopefully the filter is what you need, but let me know.

  • this is absolutely perfect!  thank you so much for your help !  It is much appreciated!