Transaction data in a List

Mary

An idea.  Maybe not the quickest.

You might try the standard Transaction by Posting report to pull ALL of the data you need for the period described.

Then manipulate this in MS Excel  (in either a Pivot Table, Power Pivot or Power Query) to do the grouping by customer_no and any further of things like Dummy and corporate accounts

Then re-import the customer_no s back into a Tessitura list with the list import process.

This is not dynamic.  However for a one time pull without customization this might work.

--Tom

P.S. if anyone has a view that they have added to their system to allow this kind of reporting I’d be interested in hearing more.

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Mark Frey
Sent: Friday, March 20, 2015 12:10 PM
To: Thomas Brown
Subject: [Tessitura Development Forum] Transaction data in a List

Does anyone know if there is a way to pull transaction data in a list?  I’m trying to create a list of everyone who’s cumulative giving (Contributions and Orders) is >= 1000 for FY14 and FY15.  The Total Giving criteria just pulls Contribution data, right?

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!

Mary

An idea.  Maybe not the quickest.

You might try the standard Transaction by Posting report to pull ALL of the data you need for the period described.

Then manipulate this in MS Excel  (in either a Pivot Table, Power Pivot or Power Query) to do the grouping by customer_no and any further of things like Dummy and corporate accounts

Then re-import the customer_no s back into a Tessitura list with the list import process.

This is not dynamic.  However for a one time pull without customization this might work.

--Tom

P.S. if anyone has a view that they have added to their system to allow this kind of reporting I’d be interested in hearing more.

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Mark Frey
Sent: Friday, March 20, 2015 12:10 PM
To: Thomas Brown
Subject: [Tessitura Development Forum] Transaction data in a List

Does anyone know if there is a way to pull transaction data in a list?  I’m trying to create a list of everyone who’s cumulative giving (Contributions and Orders) is >= 1000 for FY14 and FY15.  The Total Giving criteria just pulls Contribution data, right?

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!