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Output/SQL: Constituent Info, Order Details to include Initiator

Charles Vann
$organization

Hello all,

We have a need to pull a report/query that includes the following data:

  • Constituent contact info
    • First Name
    • Last Name
    • City
    • State
    • Postal code
    • Email
    • Phone
  • Order details
    • Order date
    • Order #
    • Initiator display name
    • Delivery method
    • Sales channel
    • Performances
      • Perf date
      • Perf name
    • Price type
    • Tkt count
    • Order $

I've tried lists an output sets but not all fields are available. Would this better as a SQL query? If so, what are the primary tables that contain this data? I've looked at the "T_" tables, via SSMS, and view tables. But, I think the need for the "initiator" has me hung up.

Any suggestions?

Thanks,

Charles

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  • $organization

    Charles the Order Export report under Ticketing Processing gives you everything except the initiator.  the import_ref_no in that report is the order number.   We are on V14 maybe V15 includes the initiator in that report.  You might want to check if your on V15. 

  • $organization in reply to Terry Stevens

    Thanks, Terry.

    We are still on v14 and I had tried using the Order Export Utility. But, like you mentioned, it did not include the initiator. Good exercise in seeing how the SQL works (thanks again Sara) and continue to learn more about the standard reports. We went live this past August--so still coming up to speed on data extraction.

  • $organization in reply to Charles Vann

    Hi Charles and Terry! The Order Export Utility can be saved to Excel/CSV and includes 10 additional "local use" columns when you do so. The report calls a customizable stored procedure called LP_ORDER_EXPORT which is specifically designed to let you populate things like this into the output. It will pass in a session id, which you can use to modify rows in TW_ORDER_IMPORT. This approach means that you can easily make the report available to end users when you're finished. Remember to experiment in your Test system first. 

    -Michael Flaherty-Wilcox, Tessitura Network 

  • $organization in reply to Michael Flaherty-Wilcox

    Hi Michael! Great to see you here!

    This is very helpful information and something I will need to experiment with in our Test system. If I can get it to work, Christmas will come early for a few folks that have given me their report wish list!

    Appreciate the tips and tricks, Michael.

    Thanks,

    Charles

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