Is there a report that can report total dollar amount given by a donor so that if I saved it in excel I can sort by dollar amount. I know that the New COntributions report will give me total given by campaign and I can sort by dollar amount that way, but I want total giving and be able to sort by one dollar amount.
I believe you can build an output set to get the total giving for a constituent. You will have to work from a list of constituents though.
Marie Kocher
Development Assistant
Kansas City Ballet
1616 Broadway
Kansas City, MO 64108
(816) 931-2232
www.kcballet.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Conway Sent: Monday, September 14, 2009 2:42 PM To: Marie Kocher Subject: [Tessitura Development Forum] Report for Total Donor Giving
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I am new at this. Where can I run a query report.
Michael Conway
Development Associate
The Granada Santa Barbara Center for the Performing Arts (805) 899-3000 ext. 131 phone (805) 564-8682 fax
Please consider The Granada when making plans for your estate and will.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher Sent: Monday, September 14, 2009 12:52 PM To: Michael Conway Subject: RE: [Tessitura Development Forum] Report for Total Donor Giving
There are a few reports that will probably give you what you want.
I recommend:Current Constituent Giving by List - Development folder
Pledge Gift - Finance folder
Fund Activity Report - Finance folder
Hi Marie,
I got it!! Thank you.
Do you know if the Query Element of Contribution Total Giving included pledges that have not been fully paid or is it just what we actually received?
Hi Dale,
I found what I was looking for. Thank you for the response.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin Sent: Monday, September 14, 2009 1:07 PM To: Michael Conway Subject: Re: [Tessitura Development Forum] Report for Total Donor Giving
I recommend: Current Constituent Giving by List - Development folder
From: Michael Conway <bounce-michaelconway2607@tessituranetwork.com> Sent: 9/14/2009 2:39:30 PM
Marie,
I answered my own last question. It does include everything.
To create the list of constituents click on TOOLS at the top of the screen and then LIST MANAGER.
Once you have created your list of constituents, you then build an output set to give you the information you need from each constituent account. Go to TOOLS and then OUTPUT SET BUILDER. Choose from the items on the list to retrieve the constituent name, address, phone, giving, etc. The order in which you choose the items in your output set will be the order on the finished excel sheet.
To run the output set against the constituent list, go to REPORTS and then LISTS AND OUTPUT SETS and then EXECUTE AN OUTPUT SET. Fill in the criteria and see if Tess gives you the information you want.
A lot of the lists and output sets are trial and error for me until I can make it work.
Hope this helps.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Conway Sent: Monday, September 14, 2009 3:02 PM To: Marie Kocher Subject: RE: [Tessitura Development Forum] Report for Total Donor Giving
Thank you for your help. Between your directions and trying it myself, I got it to work and p0roduce the report I needed.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher Sent: Monday, September 14, 2009 1:17 PM To: Michael Conway Subject: RE: [Tessitura Development Forum] Report for Total Donor Giving
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! 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!
Is there a report that can report total dollar amount given by a donor so that if I saved it in excel I can sort by dollar amount. I know that the New COntributions report will give me total given by campaign and I can sort by dollar amount that way, but I want total giving and be able to sort by one dollar amount.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!
Thank you. Got it all taken care of. Everyone was very helpful
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Warren Evans Sent: Monday, September 14, 2009 2:32 PM To: Michael Conway Subject: Re: [Tessitura Development Forum] Report for Total Donor Giving
Sure, are you in Excel 2003 or 2007? On Sep 14, 2009, at 3:41 PM, "Michael Conway" <bounce-michaelconway2607@tessituranetwork.com> wrote:
Is there a report that can report total dollar amount given by a donor so that if I saved it in excel I can sort by dollar amount. I know that the New COntributions report will give me total given by campaign and I can sort by dollar amount that way, but I want total giving and be able to sort by one dollar amount. 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!