Report querying records recently changed

[rccutts]

Is there a way to query only records that have changed since a certain date? I would like to produce a report of all members that have changed their e-mail addresses in the last 6 months. We are auditing our mail lists that are stored in MS outlook.

Thank You,
Richard Cutts

[rccutts]

running PowerChurch 9 on Windows XP.

[Zorak]

In the Family Mailing List record, there are "Registered" and "Updated" date fields. PowerChurch updates these fields automatically when families are added to the system, or changed in any way. This information does not, however, track changes to the Personal Profile.

PowerChurch Plus version 10 has an integrated "Update Outlook Contacts" feature. This allows you to send your Personal Profiles information over to the Outlook Contacts folder. Each time you use this feature, the information in Outlook will update / remove profiles that do not match the criteria you select.

[rccutts]

looks like upgrading is the best deal.

In the mean time, when a personal profile is updated (e-Mail) does the flag on the family record get set?

Is there a way to query family records and Personal records like this:
Select Where FamilyRecords.Update >= "01/01/2006"
output (PersonalRecords.FirstName, PersonalRecords.LastName, PersonalRecords.e-mail)

Thank You,
Richard Cutts

[NeilZ]

looks like upgrading is the best deal.

In the mean time, when a personal profile is updated (e-Mail) does the flag on the family record get set?

Is there a way to query family records and Personal records like this:
Select Where FamilyRecords.Update >= "01/01/2006"
output (PersonalRecords.FirstName, PersonalRecords.LastName, PersonalRecords.e-mail)

Thank You,
Richard Cutts

As a user, I can certify that the family record system dates do not get updated if a personal profile is changed.

[Zorak]

Is there a way to query family records and Personal records like this:
Select Where FamilyRecords.Update >= "01/01/2006"
output (PersonalRecords.FirstName, PersonalRecords.LastName, PersonalRecords.e-mail)

Yep, in Custom Reports, under the Personal Profiles menu, the query would be:

Code: Select all

Date Updated is greater than or equal to January 1, 2006.

Output fields would be:

Code: Select all

Profile First Name, Profile Last Name, E-Mail

And there you have it!

[NeilZ]

But if the family record's system dates are not updated when the personal profiles are changed, this query would be of no use, correct ??

[Zorak]

That is correct, but since it was phrased as two separate questions, one of which you had already answered, I thought I would answer the second

[NeilZ]

That is correct, but since it was phrased as two separate questions, one of which you had already answered, I thought I would answer the second

DOH ... !! Point taken.

[Zorak]

Sorry if that sounded harsh, Neil, it wasn't my intention.

To review, there is not an "updated" date that is changed anywhere when you make a change to a Personal Profile record. You could add this as one of your custom dates fields, but it would have to be manually changed. This isn't the best solution, but it is a solution nonetheless.

I am filing a suggestion on your behalf, rccutts, to add Date Registered and Date Updated fields to the Personal Profiles record. No promises or anything. There are a lot of suggestions out there.

[NeilZ]

Sorry if that sounded harsh, Neil, it wasn't my intention.

To review, there is not an "updated" date that is changed anywhere when you make a change to a Personal Profile record. You could add this as one of your custom dates fields, but it would have to be manually changed. This isn't the best solution, but it is a solution nonetheless.

I am filing a suggestion on your behalf, rccutts, to add Date Registered and Date Updated fields to the Personal Profiles record. No promises or anything. There are a lot of suggestions out there.

Oh ... no offense taken ... its just that I should have realized that.

And ... ask Jeff about such a date on the personal profiles ... I think somebody asked about that a few years ago, probably forgot to add it to the 'wish list' ...

[Zorak]

It's in there now!