Help Importing a Shared Report

Hello! I am very new to Tessitura and am hoping to get some guidance on importing a shared report. I happened upon this shared report: https://www.tessituranetwork.com/en/Files/Shared-Reports/Detail-Gift-Pledge-Pledge-Payment-Report and from the description, it looks like exactly what I need. I have no idea how to even begin using it on my own Tess. I did search the forums and Tess help, but I may not have been using the correct search terms. Is there a tutorial anywhere? Or anyone willing to give me a step-by-step? Thank you :)

  • Been there, done that. Setup of the report depends on if you are hosting your own Tessitura database or you are on RAMP. Either way, you will need to first test the store procedure in your own test environment. That way you can see if the data results are what you are looking for. If you need help, I would be happy to assist. Since there is not going to be a Tessitura conference and I am always looking for a reason to dev back into SQL, we'll call it our own "IT session" on reports. Time and date TBD by Amy, et al.

    (contact: rmartin@waltonartscenter.org)

    ________________________________

    Från: Amy Roesler

    Skickat: den 1 april 2020 18:56:44

    Till: forums-shared.reports@tessituranetwork.com

    Ämne: [Tessitura Reporting & Analytics] Help Importing a Shared Report

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    Amy Roesler

    Hello! I am very new to Tessitura and am hoping to get some guidance on importing a shared report. I happened upon this shared report: www.tessituranetwork.com/.../Detail-Gift-Pledge-Pledge-Payment-Report and from the description, it looks like exactly what I need. I have no idea how to even begin using it on my own Tess. I did search the forums and Tess help, but I may not have been using the correct search terms. Is there a tutorial anywhere? Or anyone willing to give me a step-by-step? Thank you :)

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  • Can I sign up for the session? Lol.

    Neil Cole | Customer Service Specialist Principal
    neil.cole@state.mn.us
    o: 952.431.9213 | MNZOO.ORG
    13000 Zoo Boulevard  Apple Valley  MN  55124

  • I'm interested as well! I've done a couple of these but seem to end up doing a lot of trial and error and often get stuck for a while at various points. I would definitely love a virtual session going through a step by step!

    Sarah Covie

    PortTIX, LLC. | Database Manager | 20 Myrtle Street, Portland, ME 04101 | 207-842-0800 | scovie@porttix.com

  • Interested as well.  Trial and error here as well!

  • Hi Everyone! 

    I'm pleased to post here that we have an upcoming learning webinar to walk you through installing a shared report from start to finish as part of our new Pop Up Skill Builder series. 

    You can find more details here:

    https://www.tessituranetwork.com/Items/Videos/Webinars/2020/PopUpSkill_Shared_Reports

    It will take place on Thursday April 16 and be presented by Michael Flaherty Wilcox from the Tessitura Network.

    Please make sure you register so that if you can't attend, you receive an email with the recording. 

    Thanks 

    Chris Szalaj
    Product Owner, Business Facing Products
    Tessitura Network