report for payment plans without being on automatic payment sched

Use Order Search to find orders created before the 6/30.  You will have to search one package at a time, but if you check the Cumulative Search box at the bottom right of the screen it will keep adding results to the list orders when you change the package criteria instead of replacing the results.  Once you’ve found the orders for all the different packages, save the results to a list by clicking the List button at the bottom of the screen.  Repeat this process for the orders created between 6/31 and 8/31 and save it to a second list.

These lists are going to have more people than you want, but you can now use the lists with other criteria in list manager to narrow it down to the people with the payment plans.  Start a new list in List Manager.  The first criteria you want is List (which is located in the Other folder) and you’ll select the pre-6/30 Orders list; use the Has operator.  For the second criteria open the Solicitations folder and add the Solicitation Task criterion.  This criterion is deceptively named and looks at the type on all ticklers/tasks, not just those from solicitations.  For the value select the task type you were using for your billing ticklers; use the In operator.  Finally add the Solicitation Task Date criterion, which looks at the complete by date on ticklers, which I’m assuming you used to keep track of when to bill people.  Enter 6/30 for the value and use the In operator.  When you generate this list you should get everyone who was on the order list who also has a tickler for billing due on 6/30.  Repeat this process for the 8/31 list.

If you need to look at the completed on date for the ticklers (perhaps because you used that to record when people paid), you’ll have to add a new criterion in T_KEYWORD, but using the existing Solicitation Task Date criterion as a model it should be pretty easy.  The column where completion date is stored is completed_on_dt.

I hope that helps,

Use Order Search to find orders created before the 6/30.  You will have to search one package at a time, but if you check the Cumulative Search box at the bottom right of the screen it will keep adding results to the list orders when you change the package criteria instead of replacing the results.  Once you’ve found the orders for all the different packages, save the results to a list by clicking the List button at the bottom of the screen.  Repeat this process for the orders created between 6/31 and 8/31 and save it to a second list.

These lists are going to have more people than you want, but you can now use the lists with other criteria in list manager to narrow it down to the people with the payment plans.  Start a new list in List Manager.  The first criteria you want is List (which is located in the Other folder) and you’ll select the pre-6/30 Orders list; use the Has operator.  For the second criteria open the Solicitations folder and add the Solicitation Task criterion.  This criterion is deceptively named and looks at the type on all ticklers/tasks, not just those from solicitations.  For the value select the task type you were using for your billing ticklers; use the In operator.  Finally add the Solicitation Task Date criterion, which looks at the complete by date on ticklers, which I’m assuming you used to keep track of when to bill people.  Enter 6/30 for the value and use the In operator.  When you generate this list you should get everyone who was on the order list who also has a tickler for billing due on 6/30.  Repeat this process for the 8/31 list.

If you need to look at the completed on date for the ticklers (perhaps because you used that to record when people paid), you’ll have to add a new criterion in T_KEYWORD, but using the existing Solicitation Task Date criterion as a model it should be pretty easy.  The column where completion date is stored is completed_on_dt.

I hope that helps,