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Step Detail - Based on Completed

Joshua Carter
$organization

Hello!

Is there any built in way to report on steps that were completed within a certain time frame? The step detail report lets you list steps based on step date and due date. However, completed date is also really valuable. Would this require a customization?

Thanks! 

  • $organization

    Joshua,

    This would definitely be a good enhancement request for the Step Detail report; I would imagine that your SQL guru (if you have one) could create a customized version of the report to pull the Step Completed dates for search purposes.

    If you're still in need of this, I might either try tweaking the SQL myself (or leaning on our consortium's SQL gurus) to get it done, as I think this would be useful for our purposes as well.

    Thank you,

    Brian

  • $organization in reply to Brian Parker (Past Member)

    As a follow-up on this, I'll be hopping on a call with our consortia SQL guru tomorrow with the goal of figuring out a modified Step Detail report to include the ability to search by Step Completed dates. Hopefully it won't be too tricky of a job and I can share the code here for other's reference.

    Thank you,

    Brian

  • Former Member
    Former Member $organization

    We created a modified version of that report, I had a wish list of changes.  In case you find any of these modification ideas useful, here are the changes we made:

     

    ·         The difference in the parameters for the report –

    o   Add options for Completed Date Start and Completed Date End

    o   Campaign would be Optional, not required.  It should still allow for multiple campaigns to be chosen, but it should be optional. 

    o   Add sort options – sort by completed date, sort by due date, sort by step date

    ·         Changes to output

    o   Add Constituent ID (!!!), needed in all output options (CSV, Excel, PDF, Word, etc.)

    o   (sorted by however selected in parameters)

     

     

    Carla Moy

    Development Manager, 92nd Street Y

    P: 212.415.5482  |  cmoy@92y.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Brian Parker
    Sent: Wednesday, December 14, 2016 5:18 PM
    To: Carla Moy <CMoy@92y.org>
    Subject: Re: [Tessitura Development Forum] Step Detail - Based on Completed

     

    As a follow-up on this, I'll be hopping on a call with our consortia SQL guru tomorrow with the goal of figuring out a modified Step Detail report to include the ability to search by Step Completed dates. Hopefully it won't be too tricky of a job and I can share the code here for other's reference.

    Thank you,

    Brian

    From: Brian Parker <bounce-brianparker6265@tessituranetwork.com>
    Sent: 12/8/2016 5:24:09 PM

    Joshua,

    This would definitely be a good enhancement request for the Step Detail report; I would imagine that your SQL guru (if you have one) could create a customized version of the report to pull the Step Completed dates for search purposes.

    If you're still in need of this, I might either try tweaking the SQL myself (or leaning on our consortium's SQL gurus) to get it done, as I think this would be useful for our purposes as well.

    Thank you,

    Brian




    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!

  • $organization in reply to Former Member

    Carla,

    My consortium SQL guru and I got on a call this afternoon and she was wondering if it might be possible to get a peek at the code for your WHERE statements that help define the Step Complete start and end dates for this modification; is it available anywhere for review?

    Thank you,

    Brian

  • $organization in reply to Former Member

    Carla, could you share this report? These changes sound incredible!

  • $organization

    All – thanks for your responses and willingness to help! Carla, if you would be willing to share this report that would be wonderful.

     

    Brian – let us know what your SQL guru said.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Summer Hirtzel
    Sent: Thursday, December 15, 2016 7:22 PM
    To: Joshua Carter <jcarter@omahasymphony.org>
    Subject: RE: [Tessitura Development Forum] Step Detail - Based on Completed

     

    Carla, could you share this report? These changes sound incredible!

    From: Carla Moy <bounce-carlalerman4285@tessituranetwork.com>
    Sent: 12/14/2016 11:05:30 PM

    We created a modified version of that report, I had a wish list of changes.  In case you find any of these modification ideas useful, here are the changes we made:

     

    ·         The difference in the parameters for the report –

    o   Add options for Completed Date Start and Completed Date End

    o   Campaign would be Optional, not required.  It should still allow for multiple campaigns to be chosen, but it should be optional. 

    o   Add sort options – sort by completed date, sort by due date, sort by step date

    ·         Changes to output

    o   Add Constituent ID (!!!), needed in all output options (CSV, Excel, PDF, Word, etc.)

    o   (sorted by however selected in parameters)

     

     

    Carla Moy

    Development Manager, 92nd Street Y

    P: 212.415.5482  |  cmoy@92y.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Brian Parker
    Sent: Wednesday, December 14, 2016 5:18 PM
    To: Carla Moy <CMoy@92y.org>
    Subject: Re: [Tessitura Development Forum] Step Detail - Based on Completed

     

    As a follow-up on this, I'll be hopping on a call with our consortia SQL guru tomorrow with the goal of figuring out a modified Step Detail report to include the ability to search by Step Completed dates. Hopefully it won't be too tricky of a job and I can share the code here for other's reference.

    Thank you,

    Brian

    From: Brian Parker <bounce-brianparker6265@tessituranetwork.com>
    Sent: 12/8/2016 5:24:09 PM

    Joshua,

    This would definitely be a good enhancement request for the Step Detail report; I would imagine that your SQL guru (if you have one) could create a customized version of the report to pull the Step Completed dates for search purposes.

    If you're still in need of this, I might either try tweaking the SQL myself (or leaning on our consortium's SQL gurus) to get it done, as I think this would be useful for our purposes as well.

    Thank you,

    Brian




    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!




    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!

  • $organization in reply to Former Member
    Carla, Just wanted to follow up on this and see if you would be willing to share the SQL code on these modifications to the report; would love to see it if you are! Thank you, Brian
  • $organization in reply to Brian Parker (Past Member)
    Hi, We also had this requirement as we wanted to be able to schedule this report as an email to see only open steps so it act's as an outstanding tasks reminder. We added a @hide_completed parameter and the following code to the main WHERE statement: AND ( ISNULL(@hide_completed,1)=1 OR ( ISNULL(@hide_completed,1)=2 AND s.completed_on_dt IS NULL ) ) The SP is RP_STEP_DETAIL. Have also logged an enhancement request. Hopefully this will be done for v14. If you all log an enhancement request too there is a better chance. #lobbying :-) cheers, Dara


    [edited by: Dara Hogan at 5:11 PM (GMT -6) on 31 Jan 2017]
  • $organization

    Thanks to some help from Heather with Tessitura (and our awesome consortium gurus Barbara P. and Barbara S.), we now have a working Custom Step Detail report in SSRS format. Happy to share the code if anybody is still needing it.

  • $organization in reply to Brian Parker (Past Member)

    Hi Brian,

    I would love to take a look at the code if you are still able to share.

    Agree that it is defintey something that should be considered for enhancement!

    Thanks!

  • $organization

    Hey Brian,

     

    Oooh.  Count us in as well.

     

    Thanks!

     

    Dot

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Tim Helmer
    Sent: Tuesday, May 23, 2017 1:29 PM
    To: Dot Krebs <dkrebs@actorstheatre.org>
    Subject: Re: [Tessitura Development Forum] Step Detail - Based on Completed

     

    Hi Brian,

    I would love to take a look at the code if you are still able to share.

    Agree that it is defintey something that should be considered for enhancement!

    Thanks!

    From: Brian Parker <bounce-brianparker6265@tessituranetwork.com>
    Sent: 2/9/2017 5:19:46 PM

    Thanks to some help from Heather with Tessitura (and our awesome consortium gurus Barbara P. and Barbara S.), we now have a working Custom Step Detail report in SSRS format. Happy to share the code if anybody is still needing it.




    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!

  • $organization in reply to Dot Krebs (Past Member)

    I'd share our code but it looks like there's an even better variation on this report courtesy of 92nd Street Y per the post here: http://www.tessituranetwork.com/Community/forums/t/18398.aspx

  • $organization in reply to Brian Parker (Past Member)

    Hoping this complated date parameter and the ability to show only open steps will make it into v14.

     

    thanks, Dara