Has anyone found a way to save a list of patrons pulled into a widget to a list? Many thanks!
What kind of widget? You'll want to make sure you're Jump-to dashboard is set to 'constituents' (edit widget, select three dots on upper left, select the 'Jump to Dashboard' options', then apply). For an indicator widget, you should now be able to click on the widget and the list of constituents should pop-up. Once you've done that, hover in the blank space above the list of patrons and below the header. A few icons will appear. Select the icon with the up arrow and it will prompt you to save a list to Tessitura.
Is this what you were looking for?
Hi Sarah,
What Michelle said. Here is a link to the documentation and how to vid on the topic
https://www.tessituranetwork.com/Help_System/Content/Tessitura%20Analytics/TN%20Dashboards/Constituents.htm
https://www.tessituranetwork.com/Help_System/Content/Tessitura%20Analytics/Sharing%20and%20Printing/Save%20to%20List.htm
In case you are using a Pivot table remember to click on the Grand Totals link to get everyone