Hello everyone,
I would like to schedule the Membership Update Utility Report as we recently just launched our annual giving patrons program and a particular membership organisation has been set up and used.
After reading the documentation, I was hoping someone in the Dev world would help me set up the parameters for this report based on best practice.
Ideally, we would want the report to run weekly...Please advise whether your organisation does this or it would be better to run it daily?
Any advice and direction would be greatly appreciated.
Thanking you in advance,
Katherine
Hi Katherine,
It depends on how you've setup your membership scheme in Tessitura. We've have some of our Membership schemes initiation set to today, so we schedule the report to run daily so that the constituent headers are kept as up to date as possible. Its also going to be important for us going forward as we are going to be using memberships online and if a customer loses their benefits (such as priority booking) because the membership update utility hasn't run they would almost certainly complain.
Hi Simon and Beth,
Thanks so much for the help and insight - both suggestions makes total sense.
As our membership rules are set up to expire 12 months after initiation date starting from whatever date a person makes a contribution, it would be best to run the report daily.
I like your point about using memberships online as well...
Thank you both!