Hello,
What is the best way to pull up a donor's giving history? I have either been taking print screens on the Contribution window or I will save a list with a specific donor's ID and apply that to a fund activity report. Is there anything available that can I use that gives a cleaner result?
Thank you!
Christopher,
Have you tried the Constituent Profile report under the Development folder?
Teresa
While viewing the constituent, go to Constituents > Constituent Report
Might be more than you need?
Barbara Pinney
Consortium Manager
Tulsa Arts Management Consortium
Full Bio report under the Development reports folder.
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 Christopher Adriance Sent: Thursday, February 13, 2014 1:52 PM To: Marie Kocher Subject: [Tessitura Development Forum] Donor Giving Report
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Thanks for the quick response! I just ran the report and used contributions and credited contributions as my parameters. The report splits the two parameters. I'm wondering if there is a way to have all contribtions show in date order, regardless if it is a credited contribution or not?
Thank you so much for pointing me in the right direction. This is my first time posting to the network and I honestly didn't think I would get a response!
Thanks for the response! I have been told to use the Constituent Profile report under the Development folder and have found this work a little better. The Constituent report was not giving me a list of contributions for whatever reason. Thanks for the help though!
Full Bio report under the Development reports folder is an option too.
I’m glad you found that report helpful and it satisfies your needs. I’m not sure if this will help, but you can export the report to CSV format and sort and manipulate the data any way you need.
Also, it’s almost rare NOT to get a response if you post in a forum. The Tessitura community is such a valuable asset and I highly advise posting any time you need some help or advice!
Teresa L Dean | Tessitura Systems Director | AT&T Performing Arts Center