Hi there folks,
I want to create a report whereby the Constituent ID (customer_no) is used as a parameter. Of course, this is easy enough if you know the constituent ID - does anyone know if it is possible for the report parameter to bounce open the constituent search screen?
I've tried searching the forums/documentation but can't find an answer. I note that none of the canned reports in our system which have the Constituent ID as a parameter have this.
Or does anyone have any great work arounds? All feedback is very gratefully received!
Martin
I haven't actually done this, but a quick idea is if you know you're going to be running the report on people that have something in common (i.e. you know you'll only ever be running it on people with a ticket order in the last month), you could have the parameter referencing a local view that pulls just those people. The display column could be the sort name, and the data would be the customer_No, so the user ends up with an alphabetical list of people to select from. But if it's going to be a huge list of people this would quickly get unwieldy for the user and potentially take a long time to load.
Hi Sheela,
Thanks for the suggestion - I was thinking along the same lines. For what I'm trying to achieve (it'd be constituents who have an active Plan) this listing (at this time) wouldn't be too onerous on both system or user resources.
Hi Martin,
You might also consider going the other direction... someone searches for a constituent and opens their record. Then from there, view your report from the Constituent Reports menu: https://www.tessituranetwork.com/Help_System_v151/Content/Constituent%20Records%20Basic%20Features/Constituent%20Report.htm
Cheers,Chris
Hi Chris,
I did think about using this route but the problem is the Constituent Report does not allow any parameter other than customer_no. The report is to print out proposals documented in Plans (into a mail merge document) - one constituent may have multiple proposals. Sadly, the Constituent Report area does not allow for the normal clickable links.
Looks like I might just have to get creative with a local view to base the constituent ID on - so that it only shows constituents in the drop down that have proposals in their Plans.