Report needed that includes certain attributes that were active at certain points in time

Cindy Duncan · March 2018

We need to be able to pull a report that includes constituents who had a certain constituent code that was active during a certain period of time. For example, we might need to be able to produce a list of people who were board members in July 2017, whether or not they still have that consitutuent code active.

Does anyone have any suggestions on how to make this happen? Thank you!

Ryan Hyde · March 2018

Do you use begin and end dates for your constituent codes? If so, you should be able to query on folks whose begin date is less than or equal to, for instance, July 2017 and whose end date is greater than july 2017.

Cindy Duncan · April 2018

Thank you Ryan - great solution!

Report needed that includes certain attributes that were active at certain points in time

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