Is there a way to include affiliations for constituents in analytics? We had teachers visit in July for appreciation month, and we added affiliations for each teacher's constituent record with their school. I am looking to pull analytics for how many teachers visited from each school and for the cities that each school is located. Is this possible? I tried searching for this field but only found "Constituencies Inc Affiliates" which is not the correct information. Any insight would be appreciated. Thank you!
Co-sign on this!My goal was to set up a monitoring dashboard for accounts that are missing parts of their seasonal configuration--constituency codes and affiliations are what provide validated access to online ordering--but I hit this as a block and had to abandon my attempt. I imagine that this isn't the point of Analytics and veers a bit too close to PII sensitivities to pursue for the overall TA system, but I'd use it if it existed.
Mollie, for your particular case, I wonder if you might gain some ground by focusing on the City aspect, and then displaying detail of educators / schools within each grouping. (Look up 'bucketing' if you haven't taken that on yet; I'm teaching myself it and it's a game changer--allows for customized subtotalling effectively, and under a name you can determine as needed.) For my own ventures in this direction, I'll have Owners and Initiators on the transactions to help me along though, and you didn't mention that within your set up.