Hoping someone can point me in the right direction - we use a lot of lists and it's driving me crazy that I can't create a list and immediately use it in Analytics. Now, to make matters worse, our lists don't even show up the next day. Sometimes we have to wait 2-3 days in order to pull information out of analytics using a list. Can anyone tell me if there is a workaround for this? We usually need some of this info on the spot, not 3 days later.
Thanks
Analytics data is not live: it is exported out of Tessitura on a schedule. For most organizations, this is nightly. The lists are part of the export. It is important to know that if the lists change, that too won't be reflected until the next export. Although this is frustrating at times, if your list is based on criteria, then you would want the criteria that generated the list and the data on analytics to be consistent in time.
If your lists are taking days to import, perhaps something is wrong with the schedule of your Analytics export?
I understand that piece, but if I have a list of constituents in Tess and want to pull info on past purchases/contributions/or anything really from analytics, I don't understand why that list can't be just used in analytics right then. Something that should take minutes is taking days as we have to wait until the list appears in analytics. We have an update/refresh nightly, but the lists are not appearing next day. That's why I'm wondering if anyone has a workaround - we can't be the only organisation finding this tough to work with, can we?
If your lists aren't showing up the next day, I would check that you're using the "Full" rather than "Incremental" load for your scheduled overnight loads. We had that issue a while back and switching to always doing the Full load fixed it for us.
I would also add that you can, theoretically, run a load at any time as long as you don't mind Analytics being down for an hour while it runs. (This is at least true for self-hosted orgs, I can't speak for people on RAMP/Tess Hosting.) I have had to do a midday load in the past when emergency reporting needs have come up. Someone with access to your Analytics server would just need to hop on and run the job. It might not be best practice, but it is an option when you REALLY need that list filter immediately.
We are on Ramp so have no access to our loads. I thought the nightly load would be sufficient for the lists to show next day, but if it needs a full load that would make sense.
(Depending on the criteria), filtered values can mitigate some of the list reliance. Also Custom Categories can take some of that heat as well.
Hi Tracey,
It's 100% expected that a list that was created, modified, or regenerated since the last Analytics load would be available in Analytics after the next load. If you're finding that to be not the case, please open a support ticket and let the Support team help get to the bottom of the issue.
Thank you!
What is the criteria that is putting people on the list? Can you effectively rebuild the list in Analytics so you don't have to rely on an actual list? Is it based on giving, ticket buying, constituency, etc.? Like Heath said, you could leverage filtering to get those people into analytics. If it is completely arbitrary and you have a list of constituent IDs, you could use the advanced button in the filter to input them manually -- not ideal but then you wouldn't have to wait for a load.
Building on Heath and Anne's comments: a Ranking type filter can also be used to produce an equivalent list of Constituent ID in Analytics as a filter on a dashboard, widget, or formula.
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I'm not sure if that would work (my analytics skills are not that advanced!) We do a lot of segmentation, so create lists from extractions to isolate certain segments. The current lists we are working with (that are still not in analytics after 2 days) are looking at year over year lapsed donors. We need to output in a table their giving history by appeal/date/amount - I know I can do this from a report but the output isn't the format we want, while an analytics table is exactly what we want. I'm not sure of any other means of getting just those specific segments into analytics other than using a list or manually adding them (which would be very time consuming)