Any Raiser's Edge users here?

This would be a terrific user group to swap ideas.  I used to be quite efficient in RE and compromise what I can now do with Tessitura.

Laura Chaney

baychamberconcerts.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jolene Robichaud
Sent: Thursday, October 15, 2015 1:43 PM
To: Laura Chaney
Subject: Re: [Tessitura Development Forum] Any Raiser's Edge users here?

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!

Here is where I cannot seem to get ahead in Tessitura that was so easy in RE:  getting giving history out to merge into letters.

I want to get fiscal year total giving info for each past donor – Lybunts for last fiscal year.  Sybunts for their last giving year.  I cannot seem to get this info at all.

How have other RE users or any Tessitura users accomplished this so that you can export into an excel sheet and merge with letters so address info is also included? 

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 Dot Krebs
Sent: Thursday, October 15, 2015 4:03 PM
To: Laura Chaney
Subject: RE: [Tessitura Development Forum] Any Raiser's Edge users here?

Actors Theatre here.  We also moved from RE to Tessitura.  Feel free to reach out.

Nick,  Thank you for providing the script to make this happen.  I will definitely add this to our capability set-up. This is helpful if/wehn we are pulling lists that match the exact fiscal year. 

I interested if there is a way to output the last fiscal year giving for a group of SYBUNTS without having to run separate SYBUNT lists based fiscal year giving.  For example;   John Doe’s last fiscal year gift was in 2014 and Jane Smith’s was 2013.  Both individuals are in the same SYBUNT extraction/ list manager list.  Is there a way to set up the Output Set to pull each of the individual’s last fiscal year gift without having to split the  SYBUNT list into two lists?

Laura Chaney

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nick Barnett
Sent: Monday, October 19, 2015 11:46 AM
To: Laura Chaney
Subject: RE: [Tessitura Development Forum] Any Raiser's Edge users here?

Hi Laura (and anyone else facing a similar situation)!

This can definitely be accomplished using Lists (or Extractions saved to Lists) and Output Sets.  Follow these steps and you should have the results you need. 

Add a row to TR_QUERY_ELEMENT_PARAMTER with the following values (this entry will allow you to specify the Fiscal Years to base the contribution totals off of, based on Fiscal Years set in your Campaigns):

Description: Campaign Fiscal Year

Data Type: String

All other columns: leave blank

***NOTE THE ID NUMBER FOR THIS ROW – YOU WILL NEEED IT IN THE NEXT STEP

Add a row to TR_QUERY_ELEMENT with the following values (this entry will allow you to pull contributions totals by fiscal year through Output Sets):

Description: Cont Total by Fiscal Year

Category: Contribution

Data Select:  sum(cont_amt)

Data From:  VS_CONTRIBUTION a JOIN VS_CAMPAIGN b on a.campaign_no=b.campaign_no

Data Where:  fyear = <<p#>>

***IN THE DATA WHERE COLUMN, REPLACE THE “#” WITH THE ID NUMBER FROM TR_QUERY_ELEMENT_PARAMTER

Single Row:  Check

Create a list for each LYBUNT and SYBUNT year you would like to mail to.  For example, “Donors 2015”, “Donors 2014 but not 2015”, “Donors 2013 but not 2014 and 2015”.

In Output Set Builder, create an Output Set for each LYBUNT and SYBUNT year you would like to mail to, including name and contact information you would like to pull out of Tessitura to merge into your letters.  For example, “Donors 2015”, “Donors 2014 but not 2015”, “Donors 2013 but not 2014 and 2015”.  In each Output Set, Include the Cont Total By Fiscal Year element you just created.  Click on the “…” button next to this element and type in the Fiscal Year for the respective Output Set.

From Reports/Utilities, run Execute an Output Set from the Lists and Output Sets folder, using your matching Output Sets and Lists.  For example, Output Set: Donors 2015, List: Donors 2015.  Run this report once for each LYBUNT/SYBUNT year.  Save the report output to Excel (be sure to check the box labeled “Include Data Labels”).

Hope this helps!

Nick

Hi Norma,

I completely understand where you are coming from.  I have used Raiser’s Edge for a few years, I even worked for Blackbaud for a couple years.  I have used Tessitura for over 6 years now.  All that said, the best telefunding solution I have had is a customized report that pulls contact information, 5 years of giving, last 5 subscriptions, last 5 single tickets (non-subscription) and so much more!  We have tweaked our report over the years, and our telefunding vendors love the data.

Best,

Tony

PS – If you are interested, I could see if our programmer would be willing to share the report.  We do have some custom data in there, however.

Tony Exler
Director of Data Standards
Nashville Symphony
Schermerhorn Symphony Center
One Symphony Place
Nashville, TN 37201-2031
T 615.687.6535 F 615.687.6403
texler@nashvillesymphony.org
NashvilleSymphony.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Megan Malone-Franklin
Sent: Tuesday, November 08, 2016 11:13 AM
To: Tony Exler
Subject: Re: [Tessitura Development Forum] Any Raiser's Edge users here?

I feel you and I'd love to help! Feel free to email me directly (mmalone@pacificsymphony.org).