• Replies 5 replies
  • Subscribers 213 subscribers
  • Views 104 views
  • Users 0 members are here
Related

Creating Performance Rosters

Melissa Schieb
$organization
Hi everyone! I handle class registration for all of our public programs and am struggling to find a convenient way to create rosters for each. Currently, I am manually entering all information into an excel spreadsheet from Tessitura. The only way to collect information we need is via CSI's. There is no simple way to extract this information that we have found. I will add that we do not have any custom forms created, we are working "out-of-the-box". If anyone has other ideas of how to do this, I'm very grateful!
Parents
  • $organization

    Hi Melissa,

     

    With the detail that you are describing, utilizing a custom screen to capture this information, and then a custom report to report on it, would likely be your best option. If you are interested in gathering this information through TNEW, that will, indeed, be a customization.

     

    If you would like to discuss this more, I would be happy to hop on a quick call with you and to help get you pointed in the right direction.

     

    alex

     

     

     

    Tessitura Network logo

    Alex Mendelsohn, PMP   

    Project Manager & Consultant

    Tessitura Network

    o: 888.643.5778 ext. 474

    m: 513.476.4941

     

     

    From: Tessitura Education Forum [mailto:forums-education@tessituranetwork.com] On Behalf Of Brian Parker
    Sent: 2 February, 2017 11:59
    To: Alex Mendelsohn <amendelsohn@tessituranetwork.com>
    Subject: Re: [Tessitura Education Forum] Creating Performance Rosters

     

    Melissa, Ah, okay; I was a bit off then. I think we might have one report that adds phone number and email but I don't believe we have any that show grade level or anything like that. That said, we are currently working with Tessitura consulting on an enhancement which allows us to create custom form questions which are automatically pulled into the Custom tab of a constituent's record. This enhancement also allows customers to add children to their household record and assign them as recipients of a class purchase. I'd be happy to chat with you about some of the work that's gone in there, but we don't currently have it live as it's still in the testing phase. Thank you, Brian

    From: Melissa Schieb <bounce-melissaschieb1270@tessituranetwork.com>
    Sent: 2/2/2017 11:38:14 AM

    Hi Brian! We do use TNEW. I can easily pull household name and number of seats purchased with an existing report, but the form data we collect, like Grade level, T-shirt size, etc. is entered as a CSI. We also need household phone number and email address on the same roster.




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Education Forum. You may reply to this message to post to the Education forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Reply
  • $organization

    Hi Melissa,

     

    With the detail that you are describing, utilizing a custom screen to capture this information, and then a custom report to report on it, would likely be your best option. If you are interested in gathering this information through TNEW, that will, indeed, be a customization.

     

    If you would like to discuss this more, I would be happy to hop on a quick call with you and to help get you pointed in the right direction.

     

    alex

     

     

     

    Tessitura Network logo

    Alex Mendelsohn, PMP   

    Project Manager & Consultant

    Tessitura Network

    o: 888.643.5778 ext. 474

    m: 513.476.4941

     

     

    From: Tessitura Education Forum [mailto:forums-education@tessituranetwork.com] On Behalf Of Brian Parker
    Sent: 2 February, 2017 11:59
    To: Alex Mendelsohn <amendelsohn@tessituranetwork.com>
    Subject: Re: [Tessitura Education Forum] Creating Performance Rosters

     

    Melissa, Ah, okay; I was a bit off then. I think we might have one report that adds phone number and email but I don't believe we have any that show grade level or anything like that. That said, we are currently working with Tessitura consulting on an enhancement which allows us to create custom form questions which are automatically pulled into the Custom tab of a constituent's record. This enhancement also allows customers to add children to their household record and assign them as recipients of a class purchase. I'd be happy to chat with you about some of the work that's gone in there, but we don't currently have it live as it's still in the testing phase. Thank you, Brian

    From: Melissa Schieb <bounce-melissaschieb1270@tessituranetwork.com>
    Sent: 2/2/2017 11:38:14 AM

    Hi Brian! We do use TNEW. I can easily pull household name and number of seats purchased with an existing report, but the form data we collect, like Grade level, T-shirt size, etc. is entered as a CSI. We also need household phone number and email address on the same roster.




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Education Forum. You may reply to this message to post to the Education forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Children
No Data