Identify Person With Two Activity Codes

[Martha F]

I work in a Bi-district office that uses PC+9. We set up everyone using Activity Codes. Each person has a code for their church and codes for the offices held. We have 110 churches represented in our database.

Is there a way to quickly identify a specific person (say, the Lay Leader of XYZ Church) -- that is, they would have both the church activity code AND the position activity code. This would be unique to one individual.

Also, how do we write a custom report so we can get a list of all Lay Leaders with the standard name, address, e-mail, phone AND THE PERSON'S CHURCH NAME. Right now, we have to manually look up each person on the printed Addresses & Phone Directories report in the Activities and Skills Module and manually write in the person's church.

Thanks for any insights on this issue.

Martha F.

[Jeff]

It is actually going to be a somewhat complicated custom report. The greatly simplified version is that you will need to create a varible that counts the number activities seen for each person and then only print the person when the count is 2.

If done correctly, you should be able to print both their church and position if you wanted to.

More detailed information but still not complete:

• The query filter would be the range of activities that you want to report on.
  Make sure the skill number and skill description fields are include in the output as well as the information you want printed in the directory.
  Sort the output by last and first name and address
  In the layout are you will need to create a group.
  • Group by Lastname, Firstname, and address
  Create a variable called m.church that will hold the church name, the initial value should be blank and should reset on the group change. The variable will look something like the following:
  • IIF(skill_no=2100, Desc, m.church)
  Second variable is similar to first called m.position and would look something like:
  • IIF(skill_no=2101, Desc, m.position)
  Create a third variable called m.count. Initial value = 0, reset on group change. The expression would be m.count+1
  
  In the group footer you will add all the information for the directory. In the print when you will need to add the expression m.count > 1 to each field item. Also make sure the remove line if blank option is checked.

You will not want any information in the detail band, just the group footer.

This is a broad stroke overview of what you will need to do to get the kind of report you are looking for. If this sounds like more than you want to tackle, we have people here that will create the report for you. The best bet is to mock-up what you would like the report to look like and fax it to (828) 665-1999 and they will get back in touch with you with a quote.