Nick, I set up the info in our test site to give it a try and I get the following error. Would you know what is causing the error?
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
From: Laura Chaney <bounce-laurachaney2031@tessituranetwork.com> Sent: 10/16/2015 5:19:52 PM
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?
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.
From: Laura Chaney <bounce-laurachaney2031@tessituranetwork.com> Sent: 10/15/2015 6:30:33 PM
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.
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?
Hi Megan,
We came from Raisers Edge - I understand what you're experiencing, so if you'd like to go ahead and send me a message with what specifically you're struggling with, I'm more than happy to help you out as I wish someone had been able to help me out!
jrobichaud@imaginationstage.org
Jolene Robichaud
Database Manager & Project Manager
Imagination Stage
910-302-7072
On Thu, Oct 15, 2015 at 12:26 PM, Megan Malone-Franklin <bounce-meganmalonefranklin6487@tessituranetwork.com> wrote:
I'm new to Tessitura having come from Raiser's Edge, and I'm finding that there are many functionalities that are more difficult to accomplish in Tessitura without certain features of Raiser's Edge.
I am particularly struggling with the query/lists/extractions process, feeling like the operators available in RE gave me much more flexibility and allowed me to perform list pulls and analysis much more quickly than I'm so far able to accomplish in Tessitura. I'm sure there are more effective ways particular to Tessitura that coming from RE I'm not thinking of yet.
Does anyone else speak RE and Tess who could help me translate a bit?
Thank you!
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Hi Laura!
In your output set, uncheck the Include Primary Household box. This will correct the error.
Thanks!