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Giving History for single constituent

Liz Magee
$organization

Hello! I work for Actors Theatre of Louisville and we are still newbies to Tessitura. I have figured out a lot on my own, but one thing I haven't been able to figure out is the best way to pull the giving history for just one constituent?

When I use the Constituent Profile Report it gives me a lot of unnecessary information. The only alternative I see is to create a List with the one person and pull the Fund Activity Report, but that seems silly to create a list for just the one constituent.

I'm hoping there is a better option out there. What do you all do to get this information?

  • $organization in reply to Kendra Struthers

    That is very helpful, Kendra! Thank you. I didn't realize that the sections filter would allow me to select just the contributions.

  • $organization

    I would use the Constituent Profile Report, and make sure to only select the Contributions and Credited Contributions sections.  Is that still giving you unnecessary information?

     

    Kendra

     

    Kendra L. Struthers, CFRE

    Individual Giving/Stewardship Manager

    Donor Concierge

    Cincinnati Playhouse in the Park

    (513) 977-2024

    www.cincyplay.com

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Liz Magee
    Sent: Wednesday, May 06, 2015 9:41 AM
    To: Kendra Struthers
    Subject: [Tessitura Development Forum] Giving History for single constituent

     

    Hello! I work for Actors Theatre of Louisville and we are still newbies to Tessitura. I have figured out a lot on my own, but one thing I haven't been able to figure out is the best way to pull the giving history for just one constituent?

    When I use the Constituent Profile Report it gives me a lot of unnecessary information. The only alternative I see is to create a List with the one person and pull the Fund Activity Report, but that seems silly to create a list for just the one constituent.

    I'm hoping there is a better option out there. What do you all do to get this information?




    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!

  • $organization

    Try the Full Bio report – you can choose which information from the record you want to see. So you can choose to see just the contributions for someone.

     

    I hope that helps.

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Liz Magee
    Sent: Wednesday, May 06, 2015 8:40 AM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Giving History for single constituent

     

    Hello! I work for Actors Theatre of Louisville and we are still newbies to Tessitura. I have figured out a lot on my own, but one thing I haven't been able to figure out is the best way to pull the giving history for just one constituent?

    When I use the Constituent Profile Report it gives me a lot of unnecessary information. The only alternative I see is to create a List with the one person and pull the Fund Activity Report, but that seems silly to create a list for just the one constituent.

    I'm hoping there is a better option out there. What do you all do to get this information?




    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!