I am having a difficult time wrapping my brain around pulling names for any given custom report. From what I am seeing, there could be 3.5 scenarios that I could be presented with. What I mean is the type of customer (Tr_cust_group) that could be given to me.
Individual
Organization
Household
Hey wait! That’s only 3, I said 3.5. The extra .5 is where I could be given an individual customer that could be part of a household depending on the type of report I am pulling. :)
What I am looking for is the best ways to pull the first and last names and not just the salutation. I think it is going to come down to the type of report I am pulling. Such as, ticket orders and contributions. Since these are at the household level, I wouldn’t be given an individual customer number that is part of a household. I would always be passed the household customer number. Please correct me if I am wrong here.
So in this case, I can get to the first and last names of the primary affiliates in a fairly easy fashion. But if it is just an Individual, there is no affiliation so should these records be handled differently and with a different query or can I get to these names using the same query as the household query but maybe using a left join?
Another case I am looking at is say elevated events. Here you can put the event in any of my 3.5 cases. Now one can assume that if the event is placed on an individual record that is part of a household, only pull the name of the individual but I am pretty sure that won’t fly. So am I looking at 3+ queries just to get the names?
Any help would be appreciated,
Thanks,
Marty
The name of the household is defined by the names of the A1 and A2 affiliates (and the salutations for households as well), so unless you are wanting the names of all affiliated individuals you should have all that you need in the household name or salutation without looking at the relationships. The only catch that we have figured out is that in reporting and exporting to Excel you need to include the sort name, otherwise the household names will sort on the first name of the A1 record.
Does this help at all?
Boann