Hi!
I'm still fairly new to Analytics and have been stumped with a widget. I want to be able to tell how many board members within a year gave. The members for each year are in a manual list, so I need to be able to show that 25 out of 27 gave in 2022. I'm just not sure what equation to use and would like some help.
Thanks!
Elizabeth
If you don't already, I would suggest adding a constituency to board members. You can use that manual list to add constituencies using the manage constituency utility. Then you can easily use that consituency in analytics to grab board members.
That was one of our first things we did when switching to Tessitura. It's our #1 rated constituency since we have a very active board. Do you have any issues reporting by using constituencies if someone rolls off a year and then returns?
Since it is a manually updated constituency, we leave the start dates alone and just update the end dates. Admittedly, yes, that means that some DO show up as active board members during times when they had "rolled off" as you say (we have similar system), but really, our Development department just takes that in stride saying that "they would rather see them showing on this report than not knowing their participation". Is it 100% accurate for a "this year's report"? Not really. But the Development peoples have always been satisfied and have been happy to do a little manual work there. Cannot speak for your organization, but that has been my experience.
v16 will allow for multiple instances of the same constituency, so it should solve this issue.
Will it really? This might mean a complete rethinking of my nightly constituency procedure (we have a ridiculously complex procedure for these). Is there an instance limit? I have many thoughts here.
I've heard it mentioned in more than one v16 webinar. But I haven't heard anything about limits on instances.