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Pulling Donor Reports by Source

Former Member
Former Member $organization

Hi all,

We are moving to a campaign set-up that includes far fewer designations, in order to simplify our weekly metrics process. However, we will still want to monitor individual appeals via source code. I have not yet found a way to pull a list of donors + donation amounts by source code; only total revenue from a certain source via the Revenue by Source + Appeal report.

Has anyone found a simple way to do this? We are still on V10 (though rapidly approaching V11...), so if this is a feature in newer versions, that's also good to know.

Thanks in advance!

 

Kelsey

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  • Former Member
    Former Member $organization

    Hi Megan,

     

    Can you please forward this  report to us as well?  


    Thanks a lot!


    Graciela

    Graciela Najenson  |  Individual Giving Manager

     
    CANADA'S ROYAL WINNIPEG BALLET 
    380 Graham Ave, Winnipeg, MB, Canada R3C 4K2 
    P 204.957.3485  |  F 204.943.1994 
    E gnajenson@rwb.org  |  W rwb.org 
     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Megan Hall
    Sent: Monday, May 04, 2015 11:32 AM
    To: Graciela Najenson
    Subject: Re: [Tessitura Development Forum] Pulling Donor Reports by Source

     

    Hi Kelsey,

    Unfortunately I can't think of a stock report that gives you this data. We have a custom report that outputs to Excel all transaction fields I can come up with - source name, appeal, appeal category, solicitor, billing type, notes, etc - that has been extremely helpful.

    If you don't have an in-house DBA, I highly recommend Klearsky. They're economical and fast, and most importantly, experts!


    Best,
    Megan

    Seattle Symphony

    From: Kelsey Beaumont <bounce-kelseybeaumont7559@tessituranetwork.com>
    Sent: 5/4/2015 10:30:13 AM

    Hi all,

    We are moving to a campaign set-up that includes far fewer designations, in order to simplify our weekly metrics process. However, we will still want to monitor individual appeals via source code. I have not yet found a way to pull a list of donors + donation amounts by source code; only total revenue from a certain source via the Revenue by Source + Appeal report.

    Has anyone found a simple way to do this? We are still on V10 (though rapidly approaching V11...), so if this is a feature in newer versions, that's also good to know.

    Thanks in advance!

     

    Kelsey




    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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  • Former Member
    Former Member $organization

    Hi Megan,

     

    Can you please forward this  report to us as well?  


    Thanks a lot!


    Graciela

    Graciela Najenson  |  Individual Giving Manager

     
    CANADA'S ROYAL WINNIPEG BALLET 
    380 Graham Ave, Winnipeg, MB, Canada R3C 4K2 
    P 204.957.3485  |  F 204.943.1994 
    E gnajenson@rwb.org  |  W rwb.org 
     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Megan Hall
    Sent: Monday, May 04, 2015 11:32 AM
    To: Graciela Najenson
    Subject: Re: [Tessitura Development Forum] Pulling Donor Reports by Source

     

    Hi Kelsey,

    Unfortunately I can't think of a stock report that gives you this data. We have a custom report that outputs to Excel all transaction fields I can come up with - source name, appeal, appeal category, solicitor, billing type, notes, etc - that has been extremely helpful.

    If you don't have an in-house DBA, I highly recommend Klearsky. They're economical and fast, and most importantly, experts!


    Best,
    Megan

    Seattle Symphony

    From: Kelsey Beaumont <bounce-kelseybeaumont7559@tessituranetwork.com>
    Sent: 5/4/2015 10:30:13 AM

    Hi all,

    We are moving to a campaign set-up that includes far fewer designations, in order to simplify our weekly metrics process. However, we will still want to monitor individual appeals via source code. I have not yet found a way to pull a list of donors + donation amounts by source code; only total revenue from a certain source via the Revenue by Source + Appeal report.

    Has anyone found a simple way to do this? We are still on V10 (though rapidly approaching V11...), so if this is a feature in newer versions, that's also good to know.

    Thanks in advance!

     

    Kelsey




    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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