Hi everyone,
Just wondering if anyone out there has a custom report or knows of a pre-existing report in Tessitura that extracts data relating to contribution frequency - say for a calendar year / specific fund / campaign?
Kind Regards, Phil
Depending on if you need specific patrons or not, T-Stats should work for this- there is a "Calendar Month" parameter that you can include.
I don't know of reports, but a custom output set element might do the trick for you. We have lifetime number of gifts and number of gifts to an individual campaign.
Thanks for your reply Zach, however I am looking to measure constituent numbers against a campaign / fund / period of time, so T-Stats really only serves as a broad and basic analysis in this instance. The devil's in the detail as they say.
Thanks for your reply Matthew, and you've suggested what I thought would be the most likely solution to this problem. Just to clarify, your custom criteria "lifetime number of gifts" and "number of gifts to an individual campaign" function as a measure against constituents? So you can pull a list utilising your custom output which details constituents and their lifetime # of gifts and/or # of gifts to a campaign? That's cool.
Of course, always happy to share. On our system these run on a custom local view that takes soft credits into account, but configured as below they should run fine on the default contribution table, (which does not reflect soft credits!)
Lifetime Number of Gifts
In T_QUERY_ELEMENT:
Number of Gifts by Campaign
In T_QUERY_ELEMENT_PARAMETER:
You could use the same setup to capture number of gifts over a given date range if you made "Start Date" and "End Date" parameters in t_query_element_parameter. (Or maybe you already have those parameters set up for other output set elements.) Then in the "data where" you would put something like: cont_amt > 0 AND cont_dt between (<<p1>>) and (<<p2>>) where p1 and p2 are your start and end date parameters.