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
We have set up an automatic report that runs once a week and lists any accounts with transactions on both the individual and the household, so that we can fix them if needed.
Jane
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Matthew Echert Sent: Tuesday, July 28, 2015 9:49 AM To: Jane Voytek Subject: Re: [Tessitura Development Forum] Reporting on First Time Donors
Interesting! We don't have a "First Contribution" criteria so maybe that's custom for you guys?
I feel you on the Ind/HH confusion. As a matter of policy, we always do "Move Transactions to Household" when we put existing individuals into a household, but we still miss people sometimes. If you want to make sure you always get the household, you can change your list options to "Replace individual constituents with their primary household, if one exists" just to be safe.
From: Mark Frey <bounce-markfrey7157@tessituranetwork.com> Sent: 7/28/2015 8:50:06 AM
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.
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I'm not sure if it's a custom criteria or not. I found it in the Contributions folder. One thing on my to do list is to request a list of all potential criteria for both list builder and output builder from our IT dept. I'd like to see what we don't currently have access to.