Is there a report that will pull the notes from the research tab? I'm afraid not, but thought i'd ask!
Thanks!
Brandon
Brandon -
It depends on what you need. If you have a list of people you can run the Full Bio report (found in the Development folder) and select only the notes section.
HTH,
HeatherSeattle Rep
Awesome!! Thanks, Heather! Never would've known that was there..
I have just been looking at this report for the first time over the past couple of days. For some reason though, neither the Notes nor Subscription History sections are being populated when I run this report, for individual constituents or a list. This happens both when I run the full report and if I just choose those individual sections. All other sections are populating.
Any ideas on where I should look to correct this?
Thanks,
Duane
Same here, Duane. Our in house version of basically the same report works fine, though!
Duane,
For the notes, check TR_CUST_NOTES_TYPE and make sure the "ok to print" box is checked for the note types you want to appear on this report.
Dale
Hi Dale,
That was it, checking the Ok box worked. Thank you!
Now, I just need to solve the Subscription History issue.
Huh...I didn't realize sub history wasn't working either.Looks like the d_biography_new .pbl calls d_bio_subscription_newwhich populates data based upon the view LV_SUB_HIST_REPORT.I don't know about you all but it doesn't look like my view was ever changed to point towards my custom history tables/views.I assume since this is a local view we are welcome to update it.
Cheers!
--edited out dddw since I don't think that was an accurate term.
Yes, LV_SUB_HIST_REPORT is available to sites for customization, within the restriction that the columns returned must match the dataset expected in the standard datawindow.
You can also override the subscription section with a local datawindow as well using a datawindow of the same name (d_bio_subscription_new) in a library referenced in LOCAL_PRE_LIBRARY_LIST (T_DEFAULTS). Doing this allows you to use whatever method and columns that you wish.
-Ryan
From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Ryan Rowell Sent: Monday, November 23, 2009 3:47 PM To: Ryan Creps Subject: Re: [Tessitura Technical Forum] Research Notes
Huh...I didn't realize sub history wasn't working either. Looks like the b_biography_new .pbl calls the dddw b_bio_subscription_new which populates data based upon the view LV_SUB_HIST_REPORT. I don't know about you all but it doesn't look like my view was ever changed to point towards my custom history tables/views. I assume since this is a local view we are welcome to update it.
From: Duane Woods <bounce-duanewoods8158@tessituranetwork.com> Sent: 11/23/2009 2:16:33 PM
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