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!
I'm looking at trying to get Worker Role and Worker Type added to the custom portfolio columns and wondered if anyone would be willing to share their code rather than me trying to reinvent? I'm also trying to add worker & role & type to output set builder if there's someone willing to share that code as well?