I'd like to run a report that gives me the names of constituents who gave to specific sources and appeals. Basically, the Revenue by Source and Appeal list, but with names instead of amounts. Or, the Fund Activity Report with Sources and Appeals listed.
Is there a way to do this?
Thanks!
I don’t know of an out of the box report, but we modified the Fund Activity Report to give us the Appeal and Source data when it’s downloaded to CSV or Xlsx. We also get the gift notes, display, name, sort name, creditee information, and other data. It’s my go to report for almost everything!
Mark Frey | Woodruff Arts Center | P: 404.733.4277
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Amy AttawaySent: Tuesday, December 15, 2015 1:54 PMTo: Mark FreySubject: [Tessitura Development Forum] Consituent List by Source and Appeal
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Mark, that sounds perfect!
Do you know how I can make my program do that?
... Honestly, if it's a higher-level system adjustment, I'll have to turn it over to someone else. Any guidance you can give us would be appreciated!