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