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Research Notes

Brandon Walls
$organization

Is there a report that will pull the notes from the research tab?  I'm afraid not, but thought i'd ask!

Thanks!

Brandon

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  • $organization

    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,

    Heather
    Seattle Rep 

  • $organization in reply to Heather Laidlaw Kraft (she/her)

    Awesome!!  Thanks, Heather!  Never would've known that was there..

  • Former Member
    Former Member $organization in reply to Brandon Walls

    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 

  • $organization in reply to Former Member

    Same here, Duane.  Our in house version of basically the same report works fine, though!

  • $organization in reply to Former Member

    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

  • Former Member
    Former Member $organization in reply to Dale Aucoin

    Hi Dale,

    That was it, checking the Ok box worked.  Thank you!

    Now, I just need to solve the Subscription History issue.

    Duane

  • $organization in reply to Former Member

    Huh...I didn't realize sub history wasn't working either.
    Looks like the d_biography_new .pbl calls d_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.

    Cheers!

     

    --edited out dddw since I don't think that was an accurate term.



    [edited by: Ryan Rowell at 2:49 PM (GMT -6) on 23 Nov 2009]
  • $organization in reply to Ryan Rowell

    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.

    Cheers!

    From: Duane Woods <bounce-duanewoods8158@tessituranetwork.com>
    Sent: 11/23/2009 2:16:33 PM

    Hi Dale,

    That was it, checking the Ok box worked.  Thank you!

    Now, I just need to solve the Subscription History issue.

    Duane




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Reply
  • $organization in reply to Ryan Rowell

    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.

    Cheers!

    From: Duane Woods <bounce-duanewoods8158@tessituranetwork.com>
    Sent: 11/23/2009 2:16:33 PM

    Hi Dale,

    That was it, checking the Ok box worked.  Thank you!

    Now, I just need to solve the Subscription History issue.

    Duane




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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