Complex Query Criteria

If you are designing a very specific mail list you will need to use some complex criteria to ensure you receive the desired data. Complex criteria uses brackets combined with operators and conditions to find specific groups of data. Click Here to view the different types of operators and conditions along with a description of their function.

Diataxis: 
How To

Mail list of Patrons in a Household With More than One Member

Mail Lists can answer many different "Who" questions.

To create a Mail List that answers the question of the number of Patron Households that have more than one patron, you perform the following steps:

  1. Click the Mail List button in the main Theatre Manager toolbar / ribbon bar.

    The Mail Lists window opens.

  2. Click the New button.

    The Mail List Criteria window opens.

  3. Enter a descriptive name in the Mail List Name field and enter a description int the Description tab.
  4. Click the Save button.

  5. Change the select drop down to All Patrons In Household and Save .
  6. Click the Criteria Groups tab.

  7. Click the Create Group button and chose To ADD Patrons To The Mail List.

    8. The Mail List Search window opens.

  8. Chose Patron Data from the drop down list, then click the Next button.

    The The Parameters Search window opens.

  9. Click the New button.

    The Edit Report Parameters window opens.

  10. Choose Patron # and select the condition - is greater than or equal to 1.
  11. Click the Save button.

    You are returned to the Parameters window, Search. Note your selected criteria Patron # is greater than or equal to 1.

    button.

    You are returned to the Mail List Criteria window. Your final criteria should look EXACTLY like below.

    You now have a list of all patrons in the database who are part of a TM household with at least one primary member and one tertiary member.

Diataxis: 
Tutorial