Good morning, everyone! I recently started a new job at a nonprofit, and I'm new to using Tessitura. Right now I am exploring and learning about the different features. Is there a way to produce a chart or table of some kind that maps out the relationships between funds, appeals, source codes, and designations in Tessitura? Thanks for the help!
We've created Miro boards for Campaign Fund and Designation inspired by https://www.tessituranetwork.com/en/Items/Videos/Webinars/2019/Revisit_Camp_Fund_Design
You can map them out in Analytics (if they have usable data) in a pivot table. As there is a hierarchy in the relationships, if you want to look at contribution amount or tickets in that lens I've used a starburst graph to get a great relationship to show proportions.