Final Payment Date criteria

Wow Nick! I never knew that report existed! Mind blown!

Michael Joyal
Direct 204 954 6411

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nick Barnett
Sent: June-22-16 2:37 PM
To: mjoyal@royalmtc.ca
Subject: Re: [Tessitura Development Forum] Final Payment Date criteria

Hi Katie!

Could you use the Yearly Cash Planning report to get at this information?  It displays billing schedules across the months.  Although, you wouldn't necessarily be able to filter by folks whose final payment is in a given month, it should be clear, for the folks pulled, which month their schedule ends with.

Hope this helps!

Nick

Does anyone have a good way of pulling donors by their final pledge payment date? I'm looking for a way to know what "monthly" (sometimes it isn't precisely monthly) donors will have completed their pledge soon and are ready to be solicited for renewal. I can't necessarily pull by gift date either, because our pledges last anywhere from 4-12 months from what I've observed so far.

I've jerry-rigged a way to extract the folks I want for now, but if anyone has a fancy bit of SQL I'd be much obliged.

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Wow Nick! I never knew that report existed! Mind blown!

Michael Joyal
Direct 204 954 6411

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nick Barnett
Sent: June-22-16 2:37 PM
To: mjoyal@royalmtc.ca
Subject: Re: [Tessitura Development Forum] Final Payment Date criteria

Hi Katie!

Could you use the Yearly Cash Planning report to get at this information?  It displays billing schedules across the months.  Although, you wouldn't necessarily be able to filter by folks whose final payment is in a given month, it should be clear, for the folks pulled, which month their schedule ends with.

Hope this helps!

Nick

Does anyone have a good way of pulling donors by their final pledge payment date? I'm looking for a way to know what "monthly" (sometimes it isn't precisely monthly) donors will have completed their pledge soon and are ready to be solicited for renewal. I can't necessarily pull by gift date either, because our pledges last anywhere from 4-12 months from what I've observed so far.

I've jerry-rigged a way to extract the folks I want for now, but if anyone has a fancy bit of SQL I'd be much obliged.

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!