• Replies 9 replies
  • Subscribers 413 subscribers
  • Views 353 views
  • Users 0 members are here
Related

Reporting on First Time Donors

Former Member
Former Member $organization

Does anyone know of a way to easily report on first time donors?  I'm trying to set up a weekly, automatic report that will show us all of our first time donors. 

Thanks so much!

Mark

Parents
  • Former Member
    Former Member $organization

    It seems that the First Time donor application considers a SYBUNT (gave not last year but did give in a previous year) donor a first time donor – is this correct?

     

    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 Mark Frey
    Sent: Tuesday, July 28, 2015 8:56 AM
    To: Laura Chaney
    Subject: Re: [Tessitura Development Forum] Reporting on First Time Donors

     

    Thanks Y'all!  This is some good information.  And from it I found the "First Contribution" criteria in the contributions folder in listbuilder.  I used that and chose >= day run -7 and made it a dynamic list.  I used that in a new contributions report and it worked, though we'll still have to watch out for a few things.  Of the several records in the report, one was a new contribution on the HH, but the individual record had all the history (they must have been recently married or something) - it always gives me a gigantic headache when there are gifts on both Ind and HH!  And we will have to watch out for duplicate records!  It's not perfect, but at least it's something to start/work with.

    Mark

    From: Sheila Caldwell <bounce-sheilacaldwell1992@tessituranetwork.com>
    Sent: 7/27/2015 6:55:56 PM

    Hi Mark,

    We created an acknowledgment letter to track our first time donors. In List Manager, your Criteria, Operator and Value would be:

    Acknowledgment Letter- Has- First Time Donors

    Constituency -In- Donor

    Contribution Date - Between - the dates you’d like to report.

    Hope this helps,

    Sheila

     

    Sheila Caldwell

    Database & Development 

    Lobero Theatre Foundation

    805.679.6013

     

    From: Mark Frey <bounce-markfrey7157@tessituranetwork.com>
    Reply-To: Tessitura Development Forum <forums-development@tessituranetwork.com>
    Date: Monday, July 27, 2015 at 11:34 AM
    To: Sheila Caldwell <scaldwell@lobero.com>
    Subject: [Tessitura Development Forum] Reporting on First Time Donors

     

    Does anyone know of a way to easily report on first time donors?  I'm trying to set up a weekly, automatic report that will show us all of our first time donors. 

    Thanks so much!

    Mark




    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!




    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!

Reply
  • Former Member
    Former Member $organization

    It seems that the First Time donor application considers a SYBUNT (gave not last year but did give in a previous year) donor a first time donor – is this correct?

     

    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 Mark Frey
    Sent: Tuesday, July 28, 2015 8:56 AM
    To: Laura Chaney
    Subject: Re: [Tessitura Development Forum] Reporting on First Time Donors

     

    Thanks Y'all!  This is some good information.  And from it I found the "First Contribution" criteria in the contributions folder in listbuilder.  I used that and chose >= day run -7 and made it a dynamic list.  I used that in a new contributions report and it worked, though we'll still have to watch out for a few things.  Of the several records in the report, one was a new contribution on the HH, but the individual record had all the history (they must have been recently married or something) - it always gives me a gigantic headache when there are gifts on both Ind and HH!  And we will have to watch out for duplicate records!  It's not perfect, but at least it's something to start/work with.

    Mark

    From: Sheila Caldwell <bounce-sheilacaldwell1992@tessituranetwork.com>
    Sent: 7/27/2015 6:55:56 PM

    Hi Mark,

    We created an acknowledgment letter to track our first time donors. In List Manager, your Criteria, Operator and Value would be:

    Acknowledgment Letter- Has- First Time Donors

    Constituency -In- Donor

    Contribution Date - Between - the dates you’d like to report.

    Hope this helps,

    Sheila

     

    Sheila Caldwell

    Database & Development 

    Lobero Theatre Foundation

    805.679.6013

     

    From: Mark Frey <bounce-markfrey7157@tessituranetwork.com>
    Reply-To: Tessitura Development Forum <forums-development@tessituranetwork.com>
    Date: Monday, July 27, 2015 at 11:34 AM
    To: Sheila Caldwell <scaldwell@lobero.com>
    Subject: [Tessitura Development Forum] Reporting on First Time Donors

     

    Does anyone know of a way to easily report on first time donors?  I'm trying to set up a weekly, automatic report that will show us all of our first time donors. 

    Thanks so much!

    Mark




    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!




    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!

Children
No Data