Getting the Names

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

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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

You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!