Hello!
We have many reports that we made, but we want to have an easy way to find the one we need. The names of the reports are not very descriptive and don't give any information on what is in them and what they do.
I was wondering if anybody has done a solution for finding a Tessitura report?
It would be great to have something where you select specific tags, say 'sales', 'weekly', 'subscribers' and it would take you to a report that has weekly sales of subscribers, for example.
Last year I shared a custom report (Shared Reports -> Solution 365) that searches report names and notes fields. It would be possible to add the tags above to your report and search for them via this report, or one like it.
Hi Vilius,
Going along with what Mark suggested, I created a nightly script that exports our report names and descriptions into a csv file, and then that path is recorded in TR_HELP_DOCUMENT_CUSTOM so that any user can open the spreadsheet and search for keywords (as long as those keywords are included in the report's definition).
I'm happy to share to TASK post-conference (or you can catch me at TLCC and I'll give a quick demo).
~Katie
Thanks, that's exactly what I wanted to have! I found the report and gonna try to set it up soon:)
Hey, it would be really nice to have you show me the demo, but unfortunately I will not be a this years TLCC:(For now I'm just gonna try what Chris has suggested.