Total giving for calendar year

Former Member
Former Member $organization

Does anyone have an extraction formula that gives the total giving for a calendar year for constituents? I could use not only for our  January tax letters but to do annual report listings. Right now I am printing out a list of donations for the correct calendar range and adding them up in excel. 

There's got to be a better way?

 

Parents
  • I am looking for the same. Right now I run a pledge balance detail report and go into each record to find the giving for a calendar year.

     

    Marie

     

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    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance and Creativity

    500 W Pershing Road

    Kansas City, MO 64108

    816-931-2232 x 1382 | 816-931-1172 (fax)

    mkocher@kcballet.org

     

    Buy tickets and enroll for classes: www.kcballet.org


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nichole Gantshar
    Sent: Saturday, January 18, 2014 6:59 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Total giving for calendar year

     

    Does anyone have an extraction formula that gives the total giving for a calendar year for constituents? I could use not only for our  January tax letters but to do annual report listings. Right now I am printing out a list of donations for the correct calendar range and adding them up in excel. 

    There's got to be a better way?

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development 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!

    Dracula
Reply
  • I am looking for the same. Right now I run a pledge balance detail report and go into each record to find the giving for a calendar year.

     

    Marie

     

    --

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance and Creativity

    500 W Pershing Road

    Kansas City, MO 64108

    816-931-2232 x 1382 | 816-931-1172 (fax)

    mkocher@kcballet.org

     

    Buy tickets and enroll for classes: www.kcballet.org


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nichole Gantshar
    Sent: Saturday, January 18, 2014 6:59 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Total giving for calendar year

     

    Does anyone have an extraction formula that gives the total giving for a calendar year for constituents? I could use not only for our  January tax letters but to do annual report listings. Right now I am printing out a list of donations for the correct calendar range and adding them up in excel. 

    There's got to be a better way?

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development 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!

    Dracula
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