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Report querying records recently changed
Posted: Mon Dec 18, 2006 8:11 pm
by 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
update
Posted: Mon Dec 18, 2006 8:12 pm
by rccutts
running PowerChurch 9 on Windows XP.
Posted: Tue Dec 19, 2006 9:13 am
by 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.
updated records
Posted: Wed Dec 20, 2006 5:14 pm
by 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
Re: updated records
Posted: Wed Dec 20, 2006 10:17 pm
by NeilZ
rccutts wrote: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.
Re: updated records
Posted: Thu Dec 21, 2006 9:37 am
by Zorak
rccutts wrote: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!
Posted: Thu Dec 21, 2006 10:23 am
by 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 ??
Posted: Thu Dec 21, 2006 1:42 pm
by 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
Posted: Thu Dec 21, 2006 9:19 pm
by NeilZ
Zorak wrote: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.
Posted: Fri Dec 22, 2006 9:18 am
by 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.
Posted: Fri Dec 22, 2006 1:03 pm
by NeilZ
Zorak wrote: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' ...
Posted: Tue Dec 26, 2006 8:50 am
by Zorak
It's in there now!