Hi all,
Has anyone built out an Analytics version of the Fund Activity Report? One of my colleagues wants to be able to see the total received amount and total number of transactions both by fund and by constituent type for a given posting date range. In trying to recreate the Fund Activity Report in Analytics, I can't seem to get the numbers to match up. Any idea what might be causing this? I've already added a transaction type filter to match the transaction types included in the Fund Activity Report, but the numbers I'm getting in Analytics are about $6k and 60 transactions less than when I run the Fund Activity Report. Are there other filters I'm missing? Thanks!
It is not necessarily possible to reproduce the Fund Activity Report in Tessitura Analytics, as the way the data is secured in the report is different than how the data is secured in Tessitura Analytics. If control groups are involved, it probably won't be possible to line these up, unless the users involved have permission to all the control groups. That, plus the not-live nature of Tessitura Analytics makes it likely the two will generally differ slightly.
Interesting, do you have any suggestions for any other report I should use to verify that my dashboard is accurate? I'm familiar with Analytics being unable to match perfectly to exact date ranges or live data, but looking back several months to a year I would've thought it would match (similar to Leslie's question). In my case, user group isn't an issue.