Consituent List by Source and Appeal

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

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!

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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

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!

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!