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Name-Date-Contribution

Jessica Blaisus
$organization

Hello!

Does anyone have a report they can share with the following three fields?  For a date range, campaign, & list, I need to pull:

1. Name

2. Date of Contribution

3. Contribution Amount

Essentially it's a Fund Activity Report with contribution dates.  I can't use the New Contributions report because it doesn't pull by campaign.  Help!

Thank you!

Jessica

Parents
  • $organization

    We have various custom reports, but to get the kinks worked out in order to specify those, we start with Development  > Current Constituent Giving by List.  I normally go wide with the date parameter and filter any outlier campaigns in the Excel output: this to be sure to pick up contributions that jump the start/end of fiscal years.

     

    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

    http://www.mydso.com/media/292645/clip_image001.gif


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jessica Blaisus
    Sent: Monday, September 08, 2014 2:41 PM
    To: John Trimble
    Subject: [Tessitura Development Forum] Name-Date-Contribution

     

    Hello!

    Does anyone have a report they can share with the following three fields?  For a date range, campaign, & list, I need to pull:

    1. Name

    2. Date of Contribution

    3. Contribution Amount

    Essentially it's a Fund Activity Report with contribution dates.  I can't use the New Contributions report because it doesn't pull by campaign.  Help!

    Thank you!

    Jessica




    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!

Reply
  • $organization

    We have various custom reports, but to get the kinks worked out in order to specify those, we start with Development  > Current Constituent Giving by List.  I normally go wide with the date parameter and filter any outlier campaigns in the Excel output: this to be sure to pick up contributions that jump the start/end of fiscal years.

     

    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

    http://www.mydso.com/media/292645/clip_image001.gif


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jessica Blaisus
    Sent: Monday, September 08, 2014 2:41 PM
    To: John Trimble
    Subject: [Tessitura Development Forum] Name-Date-Contribution

     

    Hello!

    Does anyone have a report they can share with the following three fields?  For a date range, campaign, & list, I need to pull:

    1. Name

    2. Date of Contribution

    3. Contribution Amount

    Essentially it's a Fund Activity Report with contribution dates.  I can't use the New Contributions report because it doesn't pull by campaign.  Help!

    Thank you!

    Jessica




    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!

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