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Export List of Customer Accounts Who Were Sent Renewal Letters (With Filters)

Kumar Ghosh
  • Updated

Overview

If you need a list of customers who were sent renewal letters exported, with custom filters such as date ranges and region, then you should create a support ticket and support will share the exported information.

 

Information

Create a ticket mentioning any specific filters you want to be applied such as the name of any particular state or within specific date ranges.

<supportagent>

You will need access to the client database at 10.185.40.141.

Select the client-specific database, and execute the below query. The below query uses region specifier as PA for Pennsylvania, and date range as 2021-03-14 to 2021-03-21. Note that the region is specified in the two-letter abbreviated format for US state names.

select *
from Customer c
join Premise p on p.CustID = c.CustID
join Letter l on l.CustID = c.CustID
join LetterType lt on lt.LetterTypeID = l.LetterTypeID
where 1=1
-- Remove the second check on lt.type below if no region is specified
and lt.type like '%renewal%' and lt.type like '%PA%'
-- Remove the below clause if no date range is specified
and l.CreateDate > CAST('2021-03-14' as DateTime) and l.CreateDate < CAST('2021-03-21' as DateTime) 
order by l.CreateDate desc

Export the result set and share it with the client.

</supportagent>