Here’s a multi-part question on extracting data from Tessitura.
I’m trying to pull giving history for a list of constituents. I need everything that they have ever donated and it needs to include both gifts on the Household record and the Individual record. There are constituents in my list that have giving history back to 1980. I want all of it, but I am unable to get data older than 1997. I’ve tried both the Fund Activity Report and the Transactions by Posting Report. I also have trouble with Tessitura locking up when I’m trying to extract large amounts of data.
Is there a way to pull data from both the Individual and Household records combined? I’ve tried checking the “check household” box and the “remove individuals and add households” but I always get just some of the data. The only way I’ve found that gets all the data is by using the “remove individuals and add households and all primary individuals”, but then they are not combined and it’s a mess to put it all back together.
Data older than 1997? This part is odd and I’m sure I’m missing something here. My guess is that Tessitura times out because it works if I run it for just one individual. Not convenient though if I need the data for a list of constituents.
Is there a way to extract large amounts of data without locking up Tessitura? I work in a large arts organization and will need to pull combined data from all of our divisions for large time frames. There has to be an easier way than running many shorter reports, downloading, and then piecing them together so that I can work with the data.
And does anyone else run into these types of issues that would like to meet up at the conference??
Hi Mark,
There may be a couple reasons you historical data won't come out. The data may have been imported incorrectly and thus won't come out correctly. The imported contributions in our database don't have a posting number which may be your case as well. You may also be inadvertently filtering something too.
I don't think there is a way to get the data from a household and individuals out together. If there is a report that does it you'll need to structure your list differently. You would want to replace the individual with their primary household if they have one. They you would have a list of households (some may have individual data too) and individuals with out a household. With that list of IDs you can pull out gifts on the household/affiliated individuals and solo individuals.
You may need to build some custom output set elements to get what you want and pull it all that way. Watch out for Cartesian products though. I do occasionally have problems with Tessitura becoming non responsive when pulling long/complex reports, but it usually resolves in a few minutes, or it gets hung up on something and has to be forced to quit. I won't be at the conference though. :(
Ann
Thanks Ann!
These are all things that drive me crazy every time I have to do a report. And the reports that I'm doing are getting more larger and more complicated. I'll definitely bring some questions to the conference and spend some time in the lab sessions!
Oh those Cartesian products! They are the reason that I rarely use Output sets (except for contact data)!!
Mark