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Securing a list of new, distinct constituent records

Former Member
Former Member $organization

I am needing to report on new constituent records added to Tessitura.  To qualify as a new record, I need either a brand new Household record, or a brand new Individual record that is not associated with a Household.  I do not need new individual records that have been added to a household or Households already in Tessitura to which new individual records have been added.  Has anyone been successful in getting this information without including previous record contacts?  Thank you.

Laura Chaney

  • $organization

    Hi Laura -

    There is a standard report called New Record Summary that can be run off a list. You could pretty easily create a dynamic list to run it against.

    Off the top of my head it would look something like:

    Constituent Create Dt >= RunDate (or whatever you wanted)
    Constituent Type = Household

    OR

    Constituent Create Dt>=RunDate (see above)
    Constituent Type = Individual
    And then depending on how you defined relationships it could be something like:
    Relationship  Category does not have 'Household' or Relationship Type does not have 'X,Y,Z'

    Then run use that list in the report and you should only see new Households or new Individuals not affiliated with a Household.

    HTH,

    Heather

     

  • Former Member
    Former Member $organization

    Thank you Heather.  This helps.  The report function does not provide a total # of new records, but I was able to approximate the # from the List Manager list.

     

    Laura Chaney

    Director of Development

     

    Believe Everything You Hear

    Bay Chamber Concerts and Music School

    PO Box 599 | 18 Central Street | Rockport | ME 04856

    (207) 236-2823

    baychamberconcerts.org

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Heather Kraft
    Sent: Thursday, June 25, 2015 12:32 PM
    To: Laura Chaney
    Subject: Re: [Tessitura Development Forum] Securing a list of new, distinct constituent records

     

    Hi Laura -

    There is a standard report called New Record Summary that can be run off a list. You could pretty easily create a dynamic list to run it against.

    Off the top of my head it would look something like:

    Constituent Create Dt >= RunDate (or whatever you wanted)
    Constituent Type = Household

    OR

    Constituent Create Dt>=RunDate (see above)
    Constituent Type = Individual
    And then depending on how you defined relationships it could be something like:
    Relationship  Category does not have 'Household' or Relationship Type does not have 'X,Y,Z'

    Then run use that list in the report and you should only see new Households or new Individuals not affiliated with a Household.

    HTH,

    Heather

     

    From: Laura Chaney <bounce-laurachaney2031@tessituranetwork.com>
    Sent: 6/25/2015 11:14:28 AM

    I am needing to report on new constituent records added to Tessitura.  To qualify as a new record, I need either a brand new Household record, or a brand new Individual record that is not associated with a Household.  I do not need new individual records that have been added to a household or Households already in Tessitura to which new individual records have been added.  Has anyone been successful in getting this information without including previous record contacts?  Thank you.

    Laura Chaney




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