Last Year Giving

Off the shelf Development > Current Constituent Giving by List may do what you’re after.  Attend to the creditee type parameter carefully for soft credits and be aware that you could double dip if you have both creditor and creditee on the same list.  You might have to overreach for outlier dates and Save to Excel to pick off overlaps, since it uses calendar dates rather than campaign per se for filter. 

John Trimble
Data and Prospect Manager
Dallas Symphony Orchestra
Morton H. Meyerson Symphony Center
Schlegel Administrative Suites
2301 Flora Street
Dallas, Texas 75201-2413

214-871-4041 - phone
214-981-2988 - fax

j.trimble@DalSym.com
www.MyDSO.com

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jessica Blaisus
Sent: Tuesday, June 24, 2014 9:37 AM
To: John Trimble
Subject: [Tessitura Development Forum] Last Year Giving

Hello,

I'm hoping someone can help me.  Does anyone have a report that pulls campaign giving for a list of constituents that includes matching gifts and soft credits that they'd be willing to share?

Thank you!

Jessica Malicki Blaisus Development Associate

Virginia Stage Company

jblaisus@vastage.com

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!

Off the shelf Development > Current Constituent Giving by List may do what you’re after.  Attend to the creditee type parameter carefully for soft credits and be aware that you could double dip if you have both creditor and creditee on the same list.  You might have to overreach for outlier dates and Save to Excel to pick off overlaps, since it uses calendar dates rather than campaign per se for filter. 

John Trimble
Data and Prospect Manager
Dallas Symphony Orchestra
Morton H. Meyerson Symphony Center
Schlegel Administrative Suites
2301 Flora Street
Dallas, Texas 75201-2413

214-871-4041 - phone
214-981-2988 - fax

j.trimble@DalSym.com
www.MyDSO.com

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jessica Blaisus
Sent: Tuesday, June 24, 2014 9:37 AM
To: John Trimble
Subject: [Tessitura Development Forum] Last Year Giving

Hello,

I'm hoping someone can help me.  Does anyone have a report that pulls campaign giving for a list of constituents that includes matching gifts and soft credits that they'd be willing to share?

Thank you!

Jessica Malicki Blaisus Development Associate

Virginia Stage Company

jblaisus@vastage.com

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!