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!
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.
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