Renewals not captured by Listing Wizard

[burnsfilmcenter]

Terry Ann has faced an issue where running a Listing Wizard for renewals will miss someone who has renewed in that time period.

Listing Wizard process looks like:

• Page – Select Membership Criteria:
• Membership Mode: select Customer with Memberships to any of the Selected Membership Programs and Criteria
• Skip Membership Programs
• Renewal Option: Show Both New and Renewed Memberships (or New or Renew)
• Cancelled Membership Options: Only Active Memberships
• Select Membership START RANGE: 6/17/2014 – 6/17/2014 -- add the membership transaction date range that needs to be imported into Raiser’s Edge. (example: Start Date: 7/11/2014 & End Date: 7/13/2014 - this is a weekend range, Friday-Sunday, for Monday morning.)
• CLICK FLAG Icon STRAIGHT TO: Review Results

This can be recreated with the dates above, looking for customer Weingast, who renewed and processed on 6/17. The customer should be included in the list that the Listing Wizard generates, but is not.

[skelly-jbfc]

I emailed Chris Gill about this to investigate. If he seems something wrong with the filter, he'll let us know. If there's an issue with the Listing Wizard, we'll create and reference the Athena issue here.