Question RE: Reporting Guests from Elevated Event

This is a multi-step process, but better than cut and paste:

1)      Export the event report as a .csv doc

2)      Import  the column with the guest IDs back into Tess, as a list

3)      Use an output set to run a report on the new list.

Jane Voytek

Donor Database Coordinator

Berkeley Repertory Theatre

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Brian Parker
Sent: Monday, May 11, 2015 1:10 PM
To: Jane Voytek
Subject: [Tessitura Development Forum] Question RE: Reporting Guests from Elevated Event

First-ever forum question as a Tessiturian; here goes!

Our organization uses Elevated Events for our large annual fundraising gala.  In recording patron donations for tables at the event, the donor/household/company responsible for purchasing a table receives the primary listing for the record in Tess, and the individuals sitting at the table are listed as guests under that primary entity.  This past year, we even established a Level for the Elevated Event to denote individuals as a Guest, specifically for tracking purposes.

Unfortunately, while it is possible to run an Event Listing report which only pulls attendees tracked with that Guest Level (listing them out under the heading of the primary entity of their table), it is not possible to export those attendees into a List so that I can run an Output Set and pull their address and contact information (something currently being requested by our Board Members).

Put another way, we had nearly 700 individual patrons attending the event; 460 of these were tagged with a Guest Level.  When I try to save the Event Listing report as a List, the count only pulls over 66 constituents (the primary entities which are tagged as having purchased tables at the event).

Is there any Tess-savvy way to handle this?  Obviously the database holds the information on the constituents tagged with a Guest Level who have Constituent IDs, but I'm not finding an immediate way to transfer those mailing addresses, phone numbers, and email addresses into Excel or some other file to share outside of Tess.  Failing this, I'm looking instead at the very manual labor of referencing a spreadsheet with the guest IDs and copying address information into that spreadsheet from Tess, one constituent at a time.

Thank you in advance for any assistance!

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This is a multi-step process, but better than cut and paste:

1)      Export the event report as a .csv doc

2)      Import  the column with the guest IDs back into Tess, as a list

3)      Use an output set to run a report on the new list.

Jane Voytek

Donor Database Coordinator

Berkeley Repertory Theatre

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Brian Parker
Sent: Monday, May 11, 2015 1:10 PM
To: Jane Voytek
Subject: [Tessitura Development Forum] Question RE: Reporting Guests from Elevated Event

First-ever forum question as a Tessiturian; here goes!

Our organization uses Elevated Events for our large annual fundraising gala.  In recording patron donations for tables at the event, the donor/household/company responsible for purchasing a table receives the primary listing for the record in Tess, and the individuals sitting at the table are listed as guests under that primary entity.  This past year, we even established a Level for the Elevated Event to denote individuals as a Guest, specifically for tracking purposes.

Unfortunately, while it is possible to run an Event Listing report which only pulls attendees tracked with that Guest Level (listing them out under the heading of the primary entity of their table), it is not possible to export those attendees into a List so that I can run an Output Set and pull their address and contact information (something currently being requested by our Board Members).

Put another way, we had nearly 700 individual patrons attending the event; 460 of these were tagged with a Guest Level.  When I try to save the Event Listing report as a List, the count only pulls over 66 constituents (the primary entities which are tagged as having purchased tables at the event).

Is there any Tess-savvy way to handle this?  Obviously the database holds the information on the constituents tagged with a Guest Level who have Constituent IDs, but I'm not finding an immediate way to transfer those mailing addresses, phone numbers, and email addresses into Excel or some other file to share outside of Tess.  Failing this, I'm looking instead at the very manual labor of referencing a spreadsheet with the guest IDs and copying address information into that spreadsheet from Tess, one constituent at a time.

Thank you in advance for any assistance!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!