Hi, all-
Wondering if anyone has set up a new to file widget in analytics to see the most recently created accounts. Ideally, I'd like a date filter to select the appropriate date range (last seven days, last 30 days, etc.).
I tried using the field below, but upon further research have discovered that this field is based upon a membership scan or sub-line item, not account create date, so not what I need.
https://www.tessituranetwork.com/Help_System/Content/Tessitura%20Analytics/Data%20Dictionary/Seats%20and%20Tickets%20Cube.htm
Is there an account create date field that I am overlooking?
Thanks!
Hi Rachel,
There is a report in the main application (not Analytics) called New Record Summary. It lives in the Data Management folder. You run it based on the create date of the constituent record, and you can optionally limit it by a list, an original source code, and some other options. Its purpose is to review constituents newly created in Tessitura.
-Michael Flaherty-Wilcox, Tessitura Network
Thanks, Michael. We are hoping to dig a little deeper with new accounts, like tying them to purchase and giving behaviors.
However, that report is a good reference, so it does tie us over in the meantime until we have analytics set as needed.