Activity History List

Caitlin, if you’re looking to have a report of activities, you can use the Summary or Activity History report under the Development folder in Reports and Utilities.  You would need to have security to see this folder (I can when logged in as Development but can’t when logged in under Ticketing, for example.)

If you’re wanting to include activity history as criteria in building a list, you can pull on Activity Date, Host, Status etc.  Theses criteria live in the Activities folder in the List Manager criteria.

Hope this helps!

Kendra

Kendra L. Struthers

Individual Giving Manager

Donor Concierge

Cincinnati Playhouse in the Park

(513) 977-2024

www.cincyplay.com

From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Caitlin Crombleholme
Sent: Wednesday, July 31, 2013 4:58 PM
To: Kendra Struthers
Subject: [Tessitura Technical Forum] Activity History List

I have been trying to figure out if there is a way to pull a list that includes a constituent's activities under the history tab. I'm still very new to Tessitura, so I may be missing a very obvious step when creating a list. Any help is much appreciated!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Hi Caitlin

Apart from creating a list like Beth suggested. If you want to output the actual Activity information, you could get your IT folks to set up some Output Set Elements. There are some examples that they could use or modify in the Output Set Builder Cookbook.

Just remember that if you opt to select multiple activities for the Output Set Elements it can result in returning multiple rows in your list for constituents.

http://www.tessituranetwork.com/network/Learning/Webinars%20Archive/Marketing/Intro%20to%20Output%20Set%20Builder%20for%20v11%20T-Cast.aspx

Cheers

Sandra

From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Beth Gilliland
Sent: Thursday, 1 August 2013 7:11 AM
To: Sandra Ashby
Subject: Re: [Tessitura Technical Forum] Activity History List

In List Manager, when choosing your criteria, look for the folder on the left called "Activities". Inside of that you can see the range of criteria you have to choose from.

You can also see that Activity criteria folder in the screenshot for Criteria Help in the documentation:

http://www.tessituranetwork.com/Help_System/Content/Criteria%20Sets/Criteria.htm

Hope that helps!

Beth

I have been trying to figure out if there is a way to pull a list that includes a constituent's activities under the history tab. I'm still very new to Tessitura, so I may be missing a very obvious step when creating a list. Any help is much appreciated!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!