We are struggling with how to extract information from Tess about multiple workers assigned to a plan in a format we can manipulate.
The Plan Report only includes the primary worker when exported as a CSV. When exported as an excel document, all of the workers are visible, but we haven't figured out an easy way to get them out of the formatted excel document in a format we can use - we lose the plan and and constituent IDs.
Has anyone figured out how to re-format the excel output so it is more useful, or developed custom reports or output set elements to get this information? We would love to hear from you if you have solved this problem!
We were told that Tessitura was working on a fix – don’t know if this has gone anywhere.
In the meantime, I had our IT person create a custom output set element that pulls the second worker for one particular campaign (our capital campaign). I then have to combine the information from that output set with the output from the plan report to get what I needed.
I hope this is still on a to-be-fixed list somewhere – it is a very complicated way to get the data I need.
Jane
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jess Levy Sent: Friday, August 07, 2015 3:55 PM To: Jane Voytek Subject: Re: [Tessitura Development Forum] Plan Workers
Hi Jane Did you ever find a solution for dealing with Plans that have more than one worker? Thanks Jess Levy SFMOMA 415-357-4108
From: Jane Voytek <bounce-janevoytek9857@tessituranetwork.com> Sent: 1/12/2015 5:03:41 PM
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