Report Help Needed

I would like to run a report that I can give to my board that reports all contributions (new or old) whether they are a pledge or inkind. I would like it to have name, amount, and where the gift went. Pretty much a batch report but maybe something with phone numbers that can be printed anytime. Your help is appreciated.

 

Best,

 

Mike

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  • Hi Jon,

     

    The screen shot did not come through. I would love to see the report though.

     

    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 Jon Ballinger
    Sent: Thursday, September 24, 2009 6:42 AM
    To: Michael Conway
    Subject: Re: [Tessitura Development Forum] Report Help Needed

     

    Hi, Our Daily gift report (which can be run for a date range) sounds like it has what you want.  I have attached a screen shot of it.  If you would like it I can make it available.  Also if you have any questions on it let me know.

    Jon

    From: Michael Conway <bounce-michaelconway2607@tessituranetwork.com>
    Sent: 9/23/2009 6:47:04 PM

    I would like to run a report that I can give to my board that reports all contributions (new or old) whether they are a pledge or inkind. I would like it to have name, amount, and where the gift went. Pretty much a batch report but maybe something with phone numbers that can be printed anytime. Your help is appreciated.

     

    Best,

     

    Mike




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  • In my prior post I attached a word doc with the screen shot.  It is called dailygifts.doc.  You have to download the doc to see the screenshot.