Hi, all -
Trying to create what should be a pretty simple report for our CDO, but the latest Output Set Builder Cookbook doesn't seem to have anything in the way of pulling the most recent Plan info (specifically - the most recent Plan Step/Date). Does anyone have any hints as to how to do this? Thanks!
Yes, but she prefers something much more simple to look at. She wants to see total giving for last season, total giving for this season (to date), and the last Plan Step and Date.
These should be doable. You might be able to use the code described by Jason Cabral in this post as a starting point to add rows into TR_QUERY_ELEMENT.
https://community.tessituranetwork.com/tessitura_software_forums/f/tessitura_development-9/15000/next-step-in-portfolio-view
That would be AMAZING. Yes - thank you!