V11 Renewals

The Excel format in Reporting Services reports (the underlying engine that backs newer standard reports) is formatted to more closely resemble the report display.  In order to get the underlying data (similar to the previous version) try saving the report as “CSV (comma delimited)”.  You can then open this file directly from Excel, where the data will be loaded (with headers), but without the formatting.

+Ryan Creps

+Tessitura Network

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Anna Blanton
Sent: Thursday, May 16, 2013 2:12 PM
To: Ryan Creps
Subject: [Tessitura Development Forum] V11 Renewals

In Version 10 to create an excel list that I could use to mail merge into a letter template I would:

1. Run the Membership Renewal Notices report
2. Use the list in the Constituent Giving By List report for exact donation amounts
3. Then use the Unser Defined Format to generate mailing information

The new Current Constituency By List report in Version 11 is not user friendly when saving to an excel file as it adds a bunch of columns and rows making mail merging a pain. Does anyone else have a better way of doing this?

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