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Donation Frequency

Former Member
Former Member $organization

Hello,

I'm wanting to pull off a report which shows customer who frequently donate to us. Does anyone know of a way of doing this?

Many Thanks

Jess

Parents
  • $organization

    Jess,

     

    You could ask your DBA to make a little view out of this and put it into you database and make this available via lists and even query builder.

     

    select      customer_no       as 'customer_no'

                ,COUNT(*)         as '12_month_Cont_Count'

                ,sum(cont_amt)    as '12_month_cont_amt'

                ,SUM(recd_amt)    as '12_month_recd_amt'

    from  VS_CONTRIBUTION

    where cont_dt between dateadd(yyyy,-1, GETDATE()) and GETDATE()

                and (cont_amt <> 0 and recd_amt <> 0)

    group by customer_no

     

    Then use any of the reports that use a list to filter to get your data.  You might try execute an output set as the report.

     

     

    --Tom

    …

    718.724.8135

    tbrown@BAM.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Levi Sauerbrei
    Sent: Thursday, January 23, 2014 10:15 AM
    To: Thomas Brown
    Subject: Re: [Tessitura Development Forum] Donation Frequency

     

    Actually, trying to execute the T-Stats suggestion I realize that it probably won't give you the results you want since the Number of Contribution measure is displaying the aggregate number of contributions and not the number per patron.  

    So custom List Builder or Output set elements are probably the quickest route.

    - Levi

    From: Levi Sauerbrei <bounce-levisauerbrei7046@tessituranetwork.com>
    Sent: 1/23/2014 9:04:30 AM

    Hi Jess,

    The only thing I can think of that wouldn't require any customization would be to use T-Stats.  In the Contributions cube there is a Measure for Number of Contributions.  You could set up a report in T-stats and filter it down to the campaign/date range you want and then save the results as a list in Tessitura.

    Another way you could tackle this would be to make a custom List Builder element for Number of Contribution. Or you could create a custom output set element for number of contributions if you wanted to see the number for a set list of patrons.

    The most involved option would be to built a custom report.  I would only suggest that if you need to see a very specific set of data for the patrons you are searching for.

    - Levi




    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!

Reply
  • $organization

    Jess,

     

    You could ask your DBA to make a little view out of this and put it into you database and make this available via lists and even query builder.

     

    select      customer_no       as 'customer_no'

                ,COUNT(*)         as '12_month_Cont_Count'

                ,sum(cont_amt)    as '12_month_cont_amt'

                ,SUM(recd_amt)    as '12_month_recd_amt'

    from  VS_CONTRIBUTION

    where cont_dt between dateadd(yyyy,-1, GETDATE()) and GETDATE()

                and (cont_amt <> 0 and recd_amt <> 0)

    group by customer_no

     

    Then use any of the reports that use a list to filter to get your data.  You might try execute an output set as the report.

     

     

    --Tom

    …

    718.724.8135

    tbrown@BAM.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Levi Sauerbrei
    Sent: Thursday, January 23, 2014 10:15 AM
    To: Thomas Brown
    Subject: Re: [Tessitura Development Forum] Donation Frequency

     

    Actually, trying to execute the T-Stats suggestion I realize that it probably won't give you the results you want since the Number of Contribution measure is displaying the aggregate number of contributions and not the number per patron.  

    So custom List Builder or Output set elements are probably the quickest route.

    - Levi

    From: Levi Sauerbrei <bounce-levisauerbrei7046@tessituranetwork.com>
    Sent: 1/23/2014 9:04:30 AM

    Hi Jess,

    The only thing I can think of that wouldn't require any customization would be to use T-Stats.  In the Contributions cube there is a Measure for Number of Contributions.  You could set up a report in T-stats and filter it down to the campaign/date range you want and then save the results as a list in Tessitura.

    Another way you could tackle this would be to make a custom List Builder element for Number of Contribution. Or you could create a custom output set element for number of contributions if you wanted to see the number for a set list of patrons.

    The most involved option would be to built a custom report.  I would only suggest that if you need to see a very specific set of data for the patrons you are searching for.

    - Levi




    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!

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