Hi all.
I'm trying to figure out how to best create dashboard/widget that would show me the number of people in a portfolio that are attending a concert and who those people are. The idea is to make it easier for gift officers to decide which concerts to prioritize attending without having to explore individual records. I know that there is the column option within the portfolio page, but that doesn't give an overview, only the constituents' next performances. I'd like something that makes it easy to plan out weeks or even months in advance.
I currently have a pivot table set up showing the performances/date with the value being the constituent number which is filtered to a dynamic list, but I still have to go refresh the list in list manager and then wait overnight for any changes to take place. Does anyone have any suggestions for a better way of doing this?
Thanks!
You can have the list auto-generate daily by setting up a Generate a List utility as a scheduled report. If you set it to regenerate each night, the results should be ready in Analytics the next morning. Does this solve your issue?
Colleen has the solution but here is an idea to vote on:
community.tessitura.com/.../analytics-should-honor-dynamic-lists