Output Elements and WordFly

Hi Laine,

When I need information that is on an Individual account that is part of a household where the transactions live, I use the Relationship Analysis report.  I run it off of a list, just on constituent of Households and select the Adult Member Affiliation.  Then I save it out as a CSV file to put into Access (that is after I delete the parameter rows and re save it as a csv, because even though it says it’s a CSV, the SSRS report saves it as an unusable Unicode).  Once in Access I use this table as a link to the table with Household information and the table with Individual information.  Perhaps this would help in your situation.  It’s not as good as pulling all from Tess, but when you absolutely need to have the Household and its Individual information in one record, it’s the only way I’ve found to make it work.

Hope that helps.

T.C. Brown

Database Administrator

412.392.4834

Hi:

Here at the Museum we have noticed an issue when attempting to send solicitation emails using WordFly. My criteria pulls in anyone in a given solicitation group who has a valid email address on either their household or individual record. Unfortunately, we’re having an issue with outputting that information to WordFly.

In order to get the correct information, we have the salutation and email of the record selected pulling into the output, but also the solicitation ask amount. The issue arises when the email is on a different record from the solicitation ask amount. I cannot simply check the “Include Primary Household” check box on the solicitation ask amount element because then WordFly will not accept the output set since it could conceivably produce multiple values. Unfortunately, without checking that box, I am unable to get the solicitation ask amount from a household record to populate in the output when the individual record is the one with the email. This means that the output (as is) produces ask amounts of $0 which is clearly not what we want for a solicitation email!

Currently, I am manually checking my lists and moving emails from the individual records to the household records in order to ensure that the correct data gets outputted for our emails, but I’m wondering if anyone else has come across this issue before and has a work-around that doesn’t involve manually checking my selected lists every time.

I’d appreciate it if anyone has any insight.

Thanks,

Laine 

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Laine Kyllonen

Database Application Specialist

Science Museum of Minnesota

(651) 221-2515

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Hi Laine,

When I need information that is on an Individual account that is part of a household where the transactions live, I use the Relationship Analysis report.  I run it off of a list, just on constituent of Households and select the Adult Member Affiliation.  Then I save it out as a CSV file to put into Access (that is after I delete the parameter rows and re save it as a csv, because even though it says it’s a CSV, the SSRS report saves it as an unusable Unicode).  Once in Access I use this table as a link to the table with Household information and the table with Individual information.  Perhaps this would help in your situation.  It’s not as good as pulling all from Tess, but when you absolutely need to have the Household and its Individual information in one record, it’s the only way I’ve found to make it work.

Hope that helps.

T.C. Brown

Database Administrator

412.392.4834

Hi:

Here at the Museum we have noticed an issue when attempting to send solicitation emails using WordFly. My criteria pulls in anyone in a given solicitation group who has a valid email address on either their household or individual record. Unfortunately, we’re having an issue with outputting that information to WordFly.

In order to get the correct information, we have the salutation and email of the record selected pulling into the output, but also the solicitation ask amount. The issue arises when the email is on a different record from the solicitation ask amount. I cannot simply check the “Include Primary Household” check box on the solicitation ask amount element because then WordFly will not accept the output set since it could conceivably produce multiple values. Unfortunately, without checking that box, I am unable to get the solicitation ask amount from a household record to populate in the output when the individual record is the one with the email. This means that the output (as is) produces ask amounts of $0 which is clearly not what we want for a solicitation email!

Currently, I am manually checking my lists and moving emails from the individual records to the household records in order to ensure that the correct data gets outputted for our emails, but I’m wondering if anyone else has come across this issue before and has a work-around that doesn’t involve manually checking my selected lists every time.

I’d appreciate it if anyone has any insight.

Thanks,

Laine 

---

Laine Kyllonen

Database Application Specialist

Science Museum of Minnesota

(651) 221-2515

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!