creating renewal forms without Infomaker

I would run the Subs Renewal Notice report and save it as an Excel file. (Make sure to have the “Include Data Labels” checked. I forget sometimes and it’s just a hassle trying to figure out which column is which.) Our renewal format requires me to make some creative editing in order to get the info I need so yours may depend on how it’s set up.

I hope this helps.

~Karen

Please update your records to include my new e-mail address: KDiche@SCFTA.org

We do not have infomaker installed on our server, and I am just a Box Office manager. We do not have an IT staff person. I need to pull data for renewal forms from the rollovers I created. Does anyone know of a way to get all of the necessary data out in one report? Last year I pulled the order info and the constituent info separately, then did a merge in Excel. That process is very involved and it seems there should be an easier way. Any suggestions would be greatly appreciated.

Thank you.

-dennis

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Hi Dennis,

What you want is the data behind what you see on the screen, so generally it doesn’t matter what it’s showing (but what you describe does sound a little odd).  Renewal notices always select the same set of data, but they don’t always display all that data.  When you save the output to Excel though, you will get all the data, even if some of that data isn’t displayed on the screen.  So try saving the output to Excel and see what you get.

If you don’t get the data you want when you do that, look in the T_FORMAT_INFO table and tell me what is in the D_Object column for the row for the renewal notice format you are using when you run the Renewal Notices report.

And here are three links to topics in the new online help system that explain renewal notices:

Renewal Notice Formats

Renewal Notice Data Fields

Subs Renewal Notices Report

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You don’t need InfoMaker to run this report.  You should be able to use the sample forms just fine.  You only need InfoMaker to customize the forms.

Try changing the D_Object to d_renewal_notice_sample2, run the report again, and then see what happens.  If you still get nothing, the problem might actually be your data.  Have you checked your rollover orders to make sure that they rolled over successfully?  If so, try creating a list with just one person on it that you know has a successful rollover and then select that list when you run the report.  Also review your report parameters to make sure that everything is correctly set to find the orders you want.  If none of that works, you should open a help ticket so the support staff can help you resolve the problem.

Good luck,

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In TR_Season, I don’t have the renewal form as an option to choose in the dropdown. I only have (none) or subscription order confirmation?

You don’t need InfoMaker to run this report.  You should be able to use the sample forms just fine.  You only need InfoMaker to customize the forms.

Try changing the D_Object to d_renewal_notice_sample2, run the report again, and then see what happens.  If you still get nothing, the problem might actually be your data.  Have you checked your rollover orders to make sure that they rolled over successfully?  If so, try creating a list with just one person on it that you know has a successful rollover and then select that list when you run the report.  Also review your report parameters to make sure that everything is correctly set to find the orders you want.  If none of that works, you should open a help ticket so the support staff can help you resolve the problem.

Good luck,

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