Because of the way we are using the system we need to be able to have an order in an individuals account and also pull information from the household that they are in
ie. A child being in a dance class (set up as a performance) to be pulled for class lists but wanting the parents information to pull for marketing and newsletters.
If the child is a Primary Association then the order defaults to the Household account and if the child is not a Primary Association then I can't seem to pull the household information.
I don't know what to do.
We have a custom class list report that we use. It is rather old (still an Infomaker report) but I may be able to send it to you, if you’d like. Others may have better ideas.
-p.
Patrick Schley Academy Services Manager
FIRST STAGE
Transforming Lives Through Theater
325 West Walnut Street | Milwaukee, WI 53212 (414) 267-2970 direct | (414) 267-2976 fax
Hi Patrick,
Could you share that report with me? I've been looking for a way to export this information to Word and I don't see another way to pull the recipients with the standard reports.