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
Hi Martin,
I wonder—would it be better to set this up so it's run from the Constituent Report menu? Then the process becomes search for the record using the usual interface, open the record, and run the report from the menu.
Hi Scott,
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.
As suggested in a different forum, 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.
Thanks for the suggestion though!