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 am wondering if we could ask Tessitura to update this report with the add-on export information for each of us as a across the user-board upgrade. There is quite a bit of IT knowledge needed to make this happen so if you do not have an IT department, it is a bit of a challenge (understatement!)
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Amy Attaway Sent: Tuesday, December 15, 2015 2:50 PM To: Laura Chaney Subject: RE: [Tessitura Development Forum] Consituent List by Source and Appeal
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!
From: Mark Frey <bounce-markfrey7157@tessituranetwork.com> Sent: 12/15/2015 7:26:39 PM
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 Attaway Sent: Tuesday, December 15, 2015 1:54 PM To: Mark Frey Subject: [Tessitura Development Forum] Consituent List by Source and Appeal
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Hi Laura -
This sounds like a perfect thing to put in as an Enhancement Request through the TASK Enhancement Request space. Our program developers read through every request and each previous release has included many user enhancement requests over the years.
Mark - this also sounds like a great report to share in the Shared Reports project, if you are willing.
Cheers,
Heather