Shared Reports - Help us help you!

Did you know there are over 150 offerings in our Shared Reports Library, contributed by users like you? Each report has been through quality control and each is kept up-to-date with the system (a great way to perpetuate the knowledge sharing that occurs in the community!). A small disclaimer: these reports worked for the organization that developed them. You will want to test and in some cases, make adjustments to fit your specific needs.

There are currently 151 entries in the TASK Shared Reports library, comprised of Infomaker reports and custom screens, SSRS reports, SQL utilities, and custom interceptors and plugins provided by licensees to augment the standard Tessitura offerings.  From Ticketing to Development to Education, there’s really something for everyone.

Here are a few examples:

• Unprinted Acknowledgements Report: This Infomaker report returns all acknowledgments that are not marked as "printed" in Tessitura, along with some information about the donation (who made it, when, to which campaign, and which acknowledgment letter was assigned to the gift).
• Merged Membership Report: This report shows all memberships with a “merged” status, which is only set when two constituent records with current memberships are merged. There is an optional date filter to show customers merged on or after the provided date.
• Donation Tracker Report: This is a pacing report for a fiscal year. It breaks out the pacing for each week in the fiscal year. An index is created based on prior fiscal years and that is used to populate the pacing values. There is a predictive element that show what your predicted donation revenue and number of donations are going to be. At the bottom of the report is a summary as well as line charts that show each week against the prior year and goal.

Accessing the Shared Reports Library is easy:

1. Log into tessituranetwork.com

2. Click Software Support in the grey ribbon at the top of the page

 

3. Click Login under SUPPORT TICKETS in the left-hand column

 

4. Click the TASK Login button

 

5. Find “You are in the User Support Tickets workspace” and click User Support Tickets

 

6. From the dropdown that appears, choose Shared Reports

A post is made to the Tessitura Shared Reports forum whenever a new Shared Reports solution is added.  Be sure to subscribe so you don’t miss anything!

If your organization has developed any custom solutions that you are willing to share with everyone, please download and complete the Shared Reports Contributor Template from Solution 72 in the Shared Reports workspace in TASK.  Send that, along with all solution components, to sharedreports@tessituranetwork.com and we will post your creative solutions for everyone's benefit and you will be a hero to your peers as you have been to your own organization!