Constituent Giving By List

Hi all,

I'm trying to pull a report that provides the same output as the Current Constituent Giving By List...but for a specified date range. Any ideas? I was thinking a Fund Activity Report, but I don't have the option to group by constituent.

Thanks for your help!

  • Russell,

    The Fund Activity report is what I use. I save it to Excel and do a quick pivot table on it to group by constituent.  If you don't know how to do a pivot table in Excel you can call me and I'll walk you through it.

  • That worked! Thank you for your help.

     

    Taylor Russell l Development Coordinator

    HIGH MUSEUM OF ART l 1280 Peachtree Street l Atlanta, GA 30309

    T: 404.733.4279 l www.HIGH.org

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Terry Stevens
    Sent: Wednesday, March 12, 2014 3:14 PM
    To: Taylor Russell
    Subject: Re: [Tessitura Development Forum] Constituent Giving By List

     

    Russell,

    The Fund Activity report is what I use. I save it to Excel and do a quick pivot table on it to group by constituent.  If you don't know how to do a pivot table in Excel you can call me and I'll walk you through it.

    From: Taylor Russell <bounce-taylorrussell2749@tessituranetwork.com>
    Sent: 3/12/2014 12:56:19 PM

    Hi all,

    I'm trying to pull a report that provides the same output as the Current Constituent Giving By List...but for a specified date range. Any ideas? I was thinking a Fund Activity Report, but I don't have the option to group by constituent.

    Thanks for your help!




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