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Constituent ID as a report parameter

Martin Keen (Past Member)
$organization

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

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  • $organization

    Hi Martin,

    I haven't tried this either, but you could try using the first report parameter for the surname, 2nd parameter for the first name,

    and then use a query in the 3rd parameter that references <<p1>> and <<p2>>, 

    so that parameter 3 shows a drop down list of constituents for that name, and the user can pick from there.

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  • $organization

    Hi Martin,

    I haven't tried this either, but you could try using the first report parameter for the surname, 2nd parameter for the first name,

    and then use a query in the 3rd parameter that references <<p1>> and <<p2>>, 

    so that parameter 3 shows a drop down list of constituents for that name, and the user can pick from there.

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