I am fairly new to the Tessitura community and the application itself.
Is there any information on exporting Constituent Data to Excel for for Excel use?
Any info would be appreciated.
Thank you,
George
Hi George,
What data do you want to export?
If you want contact data (name, address, email address, phone) there are two standard options, the User Defined Format from a List report or an Extraction. Here are links to documentation on those topics:
http://www.tessituranetwork.com/network/Learning/Documentation/Reports/Labels%20and%20Letters/User%20Defined%20Format%20from%20a%20List.aspx
http://www.tessituranetwork.com/~/media/Documentation/Extractions%20and%20Lists/Extraction_Sets.ashx
Just about any other data can be output using output sets. Here are links to documentation on that topic plus some recent T-Casts on the topic:
http://www.tessituranetwork.com/~/media/Documentation/Extractions%20and%20Lists/Output_Sets.ashx
http://www.tessituranetwork.com/network/Learning/Webinars/Webinars%20Archive/Marketing/Intro%20to%20Output%20Set%20Builder%20T-Cast.aspx
Finally, the output of any report can be saved to Excel. Just open the File menu, select Save As, and the select the Excel option.
Kevin Sheehan
Documentation & Learning Resources Specialist
Tessitura Network
1 888 643 5778 ext 329 Office
ksheehan@tessituranetwork.com