Hi everyone! I've searched through the forums and haven't been able to find what I am looking for and I am sure it's pretty basic, so hoping someone can help?
I simply need to pull lists and/or output current On Account totals and the date those funds were put on account. I don't want all on account transactions, only what is currenly on account. I've run the canned report and exported to a list, but I can't see the details I need. I've tried this, but I'm getting an error message and I don't know SQL: https://www.tessituranetwork.com/Help_System_v151H/Tessitura.htm?CSHID=List_Details&auth=L%2fkVZwQUDffizXmXKhsx5AJvlNimzZ%2bJ5Hri51b8NoY%3d#Recipe%20Books/Output%20Sets/On%20Account.htm?Highlight=on%20account
Anyone??
Thanks so much,
Jen
Jennifer Vinson said:current On Account totals and the date those funds were put on account
You're going to have an issue with having both of these things, since funds can be added to account totals multiple times, so there would potentially be multiple dates., i.e. you have to display all the transactions.
With the errors with the output set recipe for on account totals, what were the error messages?
this error:
Updates of TR_QUERY_ELEMENT_GROUP FAILED.50000 : SQLSTATE = 37000[Microsoft][ODBC Driver 17 for SQL Server][SQL Server]Invalid object name 'LVS_ELEMENTS_ONACCOUNT'.
No changes made to database.
INSERT INTO TR_QUERY_ELEMENT_GROUP ( description, data_from, virtual_ind, category ) VALUES ( 'On Account', 'LVS_ELEMENTS_ONACCOUNT', 'N', 105 )
Thanks!
Did you create the view? You would have copied the code in the recipe into a SQL Server Management Studio Query Window and then executed it.
I tried that too and also got an error.
Could it be that you have not created that view in your database or that you didn't grant it view/update rights?
You might want to bring that to support, then.
I don't know, maybe I don't have rights. I'll play with it some more and maybe put a support ticket in. Thanks!