Hello Everyone,
I am looking for someone with experience scheduling the Fund Activity Report. I use this each month to report numbers to my board and compare the entries with finance. If you have experience and success with scheduling this report.
I attempted to schedule the report today and am confused why some of the Optional Fields appear to be required. For example, I would like to run the report based on Contribution Start and End Dates with dynamic dates. However, it seems to ALSO require that I fill in the Transaction Start and End Dates. My intention is to schedule the report in the same manner that I manually run it.
Any help is appreciated. Please email or call me directly.
Marie Kocher
Development Assistant
Kansas City Ballet
500 W Pershing Rd
Kansas City, MO 64108
816-931-2232 x 1382
mkocher@kcballet.org
Marie did you clear out the date masks (ie MM/DD/YYYY) that appear in the transaction and posting dates fields? Then just fill in the dynamic dates for the Contribution dates.
If you did this and still no luck – then I would submit a support ticket.
Cheers
Sandra
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher Sent: Thursday, 8 August 2013 8:35 AM To: Sandra Ashby Subject: [Tessitura Development Forum] Scheduling Fund Activity Report
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