Need an export for constituent actions taken in the last 12 months

Esther Pomeleo-Fowler

Question

I need to create a query then a mail merge from the query for an opt-in group with the determining factor whether or not the constituent has taken action in the last twelve months. Do you know how I can do that?  I'm not sure what field tells me that in Convio.

Response

My suggestion is to use Report Writer to get the information you need.

Go to Data Management > Reports > Report Writer > Create a New Report > Interactions >

Constituent Interaction Counts .

Add to the field list "Alert Response Count" as well as other fields you need. Under Configure Filters, create a new filter "Constituent Interaction Count", select "Alert Response count", is 0 (zero). Also, filter by 30 day range so that the report does not eat-up our entire resources. Otherwise, it may take a few hours to complie for a range of one year.

You can then download the results to Excel as needed.

I tested on the filter" Alert Response is less than or equal to 1". I had results with 0 and 1. So I am assuming that 0 would do the trick for you.