1 Sending one mailing per youth family 2 Michael Garrison posted 9 Years Ago In the "Person and Family Field Guide" documentation, there is an example given of blended families where "Brian" is a part of two families. The documentation lists some details, which includes the following line: A report showing the parents of Brian will list out Ben Jones as well as Jim and Sarah Simmons. Each family will be listed as separate rows on the report. We are trying, and failing, to create a report of this kind, and I'd like to know if I'm reading that line a little too literally. We have created a Data View that gives us the parents of kids who have attended our Middle School activities in the past 16 weeks. (using the "Parent" transformation). Then we created a Report based on that Data View that gives the Person Name and Mailing Address for those people. To continue to use the example in the documentation, the result of that report would be three rows for Brian: One for Ben Jones, one for Jim Simmons and one for Sarah Simmons. What we'd like instead, is what the documentation seems to imply: 2 rows. One for Ben Jones, and one for Jim and Sarah Simmons. That way we're not sending a mailing to each parent, just each family. (To take this one step further, it would be nice if it also eliminated duplicate families- in the event, say, that two students were both active participants- we still only need to send one mailing to their house). Is any of this possible using the out-of-the-box Rock Reporting tools, or will it be possible when the Mail Merge update comes along? Thanks
Michael Garrison 9 years ago No... presently we are generating reports with family name and address, exporting to excel, filtering to remove duplicates and then using that as a Word mail merge source. I'm still hoping the forthcoming mail merge feature of Rock will be intelligent enough to offer this capability