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List builder Question

Amy Lehman (Past Member)
$organization

Any list gurus able to help me set up a report? 

My question is:
I am constantly asked for lists that include anyone who has EVER been a subscriber/season ticket holder and I just can't think of the easy way to do that. We put a constituency on current subscribers, but that constituency expires at the end of the fiscal year. 
Also, I asked for reports such as: "Give me a list of anyone who has purchased a season ticket every year the last 5 years." How do I set those up correctly!?
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  • $organization

    Hey Amy!

    Assuming your subscribers purchase a package of some kind and your package history tables are recording correctly, you should be able to run a list of "Package History Season" against all of your past seasons and get a list of anyone who has been a past subscriber.

    Regarding a season ticket every year for the last 5 years, the only way that occurs to me is compounding a number of lists on top of each other and working out carefully the "ands" and "has" vs. "in" situations which does not seem very fun or else just writing an SQL query (if you can do that or have a database person willing to do it for you) and pasting that into the List Manager window (which is what we did).

    Good luck!

    John

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  • $organization

    Hey Amy!

    Assuming your subscribers purchase a package of some kind and your package history tables are recording correctly, you should be able to run a list of "Package History Season" against all of your past seasons and get a list of anyone who has been a past subscriber.

    Regarding a season ticket every year for the last 5 years, the only way that occurs to me is compounding a number of lists on top of each other and working out carefully the "ands" and "has" vs. "in" situations which does not seem very fun or else just writing an SQL query (if you can do that or have a database person willing to do it for you) and pasting that into the List Manager window (which is what we did).

    Good luck!

    John

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