I haven't located a way to pull out information from Tessitura based on Associate on Step Detail. I know the plan will show up on the Associate's Plans screen, but I want to be able to report on all the activity an associate is part of. Does anyone know how to do this?
Hi Tara, I recently went though this issue with Tess team since we just did our conversion. They let me know there isn't a report, but, if you do the Step Detail report and export it out to csv, one of the fields exported is Associate Name, so we just have started using that to fulfill our reporting. If someone has a better way though, I would love to hear how - we do a lot of somewhat complex step tracking as part of our year-end measurables. :)
Thank you. Do you have a trick for running the report to get at the right Associate? Or do you just cast a wide net on Step Types and Step Workers and filter down to what you need?
I just go the wide net route, and then I use pivot tables in my Excel spreadsheet so I can see the data cleanly. We do usually pull it monthly though, so that helps.
Gotcha. Appreciate you taking the time to answer my questions. One more: How exactly are you using Associate? Who gets put there versus in the Step Worker field?
We are still playing with that. I was trained that the intent was that if you put a step on Company X, you would use the Associate as the actual person you met with at the company. Which I see the value in, as we often have a number of different contacts. However - I very often have more than one staff worker attending a meeting, so I thought about using Associate to track that. The downside to that usage though is the inability to then accurately track in TStats, and eventually Analytics. We were advised by Tess that the best route so that I can ensure each worker gets "credit" for their meeting, is to enter the step representing that meeting for each worker. To be honest, I'm struggling and not really liking either scenario very much.
Long story short: the Plan will have a Primary worker, and possibly a second. The Step will have the Step Worker be the person driving the meeting - which could be the Primary, or the Secondary on the Plan. Currently the Associate is used mostly on household/organizations to denote the actual person with whom they met.