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Consituent List by Source and Appeal

Amy Attaway
$organization

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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  • Former Member
    Former Member $organization

    That is all true.  Our IT dept made the modifications for us. 

     

    Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Laura Chaney
    Sent: Tuesday, December 15, 2015 3:01 PM
    To: Mark Frey
    Subject: RE: [Tessitura Development Forum] Consituent List by Source and Appeal

     

    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

     

    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!




    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!




    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!

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  • Former Member
    Former Member $organization

    That is all true.  Our IT dept made the modifications for us. 

     

    Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Laura Chaney
    Sent: Tuesday, December 15, 2015 3:01 PM
    To: Mark Frey
    Subject: RE: [Tessitura Development Forum] Consituent List by Source and Appeal

     

    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

     

    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!




    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!




    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!

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