Report Help Needed

You might try going through your list of reports, first. You can trial and error a few to see if the parameters are requesting the information you are looking for, and if they are, do they actually give you what you are looking for.

The next step I would do is to try to create a list with those criteria. You should be able to choose a particular date range or fiscal year and then tell it that you want accounts who gave more than $0.01. Once you think you have that list, you can try to run it against an output set with the parameters you want: LName, FName, Address1, Address2, City, State, Zip, Phone1, Phone2, Gift Amount, Membership Level, Campaign, Fund, Appeal...etc...till your heart's content. Keep in mind that the Phone1 and phone2 fields may give you multiple lines per constituent.

Also once you think you have your list, we have a report called Full Bio that we run sometimes. You can look into that to see if it will give you what you are looking for.

When non of that works for us, we call our Tess IT Person.

I hope I was helpful.

maybe I misunderstand your question, but have you tried the New Contributions Report (under Development)?

good luck
Monika


Monika Jouvert
Brooklyn Academy of Music
Development Business Process Director
718.623.7810 x6 / internally x4253
mjouvert@bam.org
http://www.bam.org
________________________________________
From: Tessitura Development Forum [forums-development@tessituranetwork.com] On Behalf Of Marie Kocher [bounce-mariekocher5698@tessituranetwork.com]
Sent: Wednesday, September 23, 2009 11:50 PM
To: Monika Jouvert
Subject: RE: [Tessitura Development Forum] Report Help Needed

You might try going through your list of reports, first. You can trial and error a few to see if the parameters are requesting the information you are looking for, and if they are, do they actually give you what you are looking for.

The next step I would do is to try to create a list with those criteria. You should be able to choose a particular date range or fiscal year and then tell it that you want accounts who gave more than $0.01. Once you think you have that list, you can try to run it against an output set with the parameters you want: LName, FName, Address1, Address2, City, State, Zip, Phone1, Phone2, Gift Amount, Membership Level, Campaign, Fund, Appeal...etc...till your heart's content. Keep in mind that the Phone1 and phone2 fields may give you multiple lines per constituent.

Also once you think you have your list, we have a report called Full Bio that we run sometimes. You can look into that to see if it will give you what you are looking for.

When non of that works for us, we call our Tess IT Person.

I hope I was helpful.

maybe I misunderstand your question, but have you tried the New Contributions Report (under Development)?

good luck
Monika


Monika Jouvert
Brooklyn Academy of Music
Development Business Process Director
718.623.7810 x6 / internally x4253
mjouvert@bam.org
http://www.bam.org
________________________________________
From: Tessitura Development Forum [forums-development@tessituranetwork.com] On Behalf Of Marie Kocher [bounce-mariekocher5698@tessituranetwork.com]
Sent: Wednesday, September 23, 2009 11:50 PM
To: Monika Jouvert
Subject: RE: [Tessitura Development Forum] Report Help Needed

You might try going through your list of reports, first. You can trial and error a few to see if the parameters are requesting the information you are looking for, and if they are, do they actually give you what you are looking for.

The next step I would do is to try to create a list with those criteria. You should be able to choose a particular date range or fiscal year and then tell it that you want accounts who gave more than $0.01. Once you think you have that list, you can try to run it against an output set with the parameters you want: LName, FName, Address1, Address2, City, State, Zip, Phone1, Phone2, Gift Amount, Membership Level, Campaign, Fund, Appeal...etc...till your heart's content. Keep in mind that the Phone1 and phone2 fields may give you multiple lines per constituent.

Also once you think you have your list, we have a report called Full Bio that we run sometimes. You can look into that to see if it will give you what you are looking for.

When non of that works for us, we call our Tess IT Person.

I hope I was helpful.