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On Account money in output set

Kari Swenson
$organization

Hi everyone - 

Is there a way to get on account money into an output set/ criteria? We ideally would want to be able to eventually use this field as a data mapping for WordFly so that we can update patrons on their credits available.

I'm not super familiar with the tables I would need to enter in order to be able to get this information, so any help is appreciated.

Thank you!

Kari

*I have very little SQL knowledge and ideally would be able to do this via the system tables for keywords (Criteria) and query elements (output set)*

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  • $organization

    I'm also looking for a clearer answer on this. I found criteria to use (On Account Balance less than or equal to -1, and On Account Type), and created an output set that includes the balance (On Account Info / On Account Balance) — it pulls the right people, but I have 2 issues with the output: 1) The amounts are all negative. 2) Some people have 2-3 lines with different amounts, usually 0 but sometimes another amount entirely. 

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  • $organization

    I'm also looking for a clearer answer on this. I found criteria to use (On Account Balance less than or equal to -1, and On Account Type), and created an output set that includes the balance (On Account Info / On Account Balance) — it pulls the right people, but I have 2 issues with the output: 1) The amounts are all negative. 2) Some people have 2-3 lines with different amounts, usually 0 but sometimes another amount entirely. 

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