I am a super new Tessitura user (9 days in!) and am trying to get some information out using the Output Builder. However, not all the data elements are available for me to select (like Relationships, Wealth Engine information, etc). Am I just missing these data sets? Is there another way to get this information out of Tessitura?
Thanks!
Marissa Todd
Prospect Research Analyst
The Nelson-Atkins Museum of Art
Good morning Marissa,
Some of this might be related to your user group level and whether or not it has access to certain Output Set elements.
I don't have previous experience with Wealth Engine, but I worked at an organization that used iWave and those Output Set elements were installed with the integration and access granted by user group levels.
With regard to Relationships, have you looked at the Associations folder in Output Set Builder? Not sure if that might just be a custom set of elements built in our database or not, but I see them in my instance. I'm not immediately seeing anything to reference Affiliations, however.
Thank you,
Brian