Reminders Report?

Matt Tornero $organization over 3 years ago

Hi there,

Is there a way to pull all reminders I manage into a report that I could export as a PDF? I know there's the ability to pin the View Reminders view to your Tessitura view but I'm wondering if there's a report for reminders that I could pull so folks who are not in Tessitura can view them.

Thank you!

Matt

Parents

Heath Wilder $organization over 3 years ago

Hey Matt,

So the script for the Plans, Reminders and CSI's that email the owner when they are due is for a little job that emails a person assigned a plan step, CSI or reminder then it's due.

The section below is the bit on CSIs and Reminders. The body text is formulated for html but you can simplify it as you like

select distinct
    e.worker_customer_no,
    e.email_address,
    f.display_name,
    (select concat(
        '<p><br>
        <b>Owner:</b> ', e.fname ,' ',e.lname ,' ', e.worker_customer_no,'<br>
        <b>CSI:</b> ', a.category_desc, ' > ', a.activity_type_desc, ' > ', a.contact_type_desc,'</p>
        <p><b>Action:</b> ', d.description,'<br>
        <b>Notes:</b> ', c.notes,'<br>
        <b>Due date:</b> ', FORMAT(c.complete_by_dt, 'dd-MM-yyyy'), '</p><br>' )
    ) as body
from VS_ELEMENTS_CSI a
    left Join T_ISSUE_ACTION b on a.activity_no = b.activity_no
    Join TX_SOL_TASK c on a.activity_no = c.cust_service_no
    Join TR_TASK_TYPE d on c.task_type = d.id
    Join T_METUSER e on c.solicitor = e.userid
    Join FT_CONSTITUENT_DISPLAY_NAME() f on a.customer_no = f.customer_no

where
    DateDiff (day, getdate(),c.complete_by_dt - COALESCE(c.warning_days,0) ) = 0 --between -100 and 100 -- will be 0 for email
    and c.completed_on_dt is null       -- not complete
    and c.complete_by_dt > getdate()    -- future

Reply

Heath Wilder $organization over 3 years ago

Hey Matt,

So the script for the Plans, Reminders and CSI's that email the owner when they are due is for a little job that emails a person assigned a plan step, CSI or reminder then it's due.

The section below is the bit on CSIs and Reminders. The body text is formulated for html but you can simplify it as you like

select distinct
    e.worker_customer_no,
    e.email_address,
    f.display_name,
    (select concat(
        '<p><br>
        <b>Owner:</b> ', e.fname ,' ',e.lname ,' ', e.worker_customer_no,'<br>
        <b>CSI:</b> ', a.category_desc, ' > ', a.activity_type_desc, ' > ', a.contact_type_desc,'</p>
        <p><b>Action:</b> ', d.description,'<br>
        <b>Notes:</b> ', c.notes,'<br>
        <b>Due date:</b> ', FORMAT(c.complete_by_dt, 'dd-MM-yyyy'), '</p><br>' )
    ) as body
from VS_ELEMENTS_CSI a
    left Join T_ISSUE_ACTION b on a.activity_no = b.activity_no
    Join TX_SOL_TASK c on a.activity_no = c.cust_service_no
    Join TR_TASK_TYPE d on c.task_type = d.id
    Join T_METUSER e on c.solicitor = e.userid
    Join FT_CONSTITUENT_DISPLAY_NAME() f on a.customer_no = f.customer_no

where
    DateDiff (day, getdate(),c.complete_by_dt - COALESCE(c.warning_days,0) ) = 0 --between -100 and 100 -- will be 0 for email
    and c.completed_on_dt is null       -- not complete
    and c.complete_by_dt > getdate()    -- future

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