Report by Revenue Source Code

Thanks Jared!  This is a great solution.

Melissa

Hello,
I bet you could get some quick results by using Output Set Builder.  This tool is useful for those times when you have a list of constituents and want to quickly add some related data next to each of their names.  In this case you would need to create a new query element, but it's an easy one.

For example, if I wanted to get the total contribution amount per person that was entered with a certain source code I would make two new entries in the system tables.

In TR_QUERY_ELEMENT_PARAMETER add one new row with the following values:
DESCRIPTION = Source Number
DATA TYPE = Number
This new row will be assigned a number in the ID column.  Make a note of it because we need to use it in the next step.

In TR_QUERY_ELEMENT add one new row with the following values:
DESCRIPTION = Contribution Amt per Source No [or some other label of your choice]
CATEGORY = Contribution [or some other category of your choice]
DATA SELECT = sum(cont_amt)
DATA FROM = vs_contribution
DATA WHERE = source_no = ?? [replace the ?? with the ID number you got from TR_QUERY_ELEMENT_PARAMETER]
CONTROL GROUP = choose your group here if you use one
SINGLE ROW = add a check mark

With that done our new element will be ready to use and you can now go to Output Set Builder to make a new set.  When you add the new element to your set you will notice it has a chicklet next to it.  This chicklet opens a parameter window where you can type in the number of the source you want on your report.

Output Set results aren't pretty, but they are quick and they get the information you need.  Besides you will probably be saving it to a spreadsheet and using it there anyway.

Good luck.

Jared

I am looking for a report like this too.  Our DM and TF consultants need this data.

Thanks!

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Thanks Jared!  This is a great solution.

Melissa

Hello,
I bet you could get some quick results by using Output Set Builder.  This tool is useful for those times when you have a list of constituents and want to quickly add some related data next to each of their names.  In this case you would need to create a new query element, but it's an easy one.

For example, if I wanted to get the total contribution amount per person that was entered with a certain source code I would make two new entries in the system tables.

In TR_QUERY_ELEMENT_PARAMETER add one new row with the following values:
DESCRIPTION = Source Number
DATA TYPE = Number
This new row will be assigned a number in the ID column.  Make a note of it because we need to use it in the next step.

In TR_QUERY_ELEMENT add one new row with the following values:
DESCRIPTION = Contribution Amt per Source No [or some other label of your choice]
CATEGORY = Contribution [or some other category of your choice]
DATA SELECT = sum(cont_amt)
DATA FROM = vs_contribution
DATA WHERE = source_no = ?? [replace the ?? with the ID number you got from TR_QUERY_ELEMENT_PARAMETER]
CONTROL GROUP = choose your group here if you use one
SINGLE ROW = add a check mark

With that done our new element will be ready to use and you can now go to Output Set Builder to make a new set.  When you add the new element to your set you will notice it has a chicklet next to it.  This chicklet opens a parameter window where you can type in the number of the source you want on your report.

Output Set results aren't pretty, but they are quick and they get the information you need.  Besides you will probably be saving it to a spreadsheet and using it there anyway.

Good luck.

Jared

I am looking for a report like this too.  Our DM and TF consultants need this data.

Thanks!

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!