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Donor Reports

Drew Smith
$organization

Hi everyone, I'm new to this software and was wondering if there are canned reports available, or, if you have to build custom reports for things such as: All donors of $1,000 and above for the past 5 consecutive fiscal years, etc.

Also are there canned LYBUNT reports, first time donor reports, etc.?

  • $organization

    Drew,

    There isn't a canned report that shows consecutive past year giving or first time donor report.

    For a LYBUNT/SYBUNT report try the Campaign Giving Comparison report in the Campaign and Appeal folder. It allows you to compare two different fiscal years and look at donors who have to just one or both.

    Melissa

  • $organization

    Great, I’ll give it a shot.  I’m brand new to this software and it’s much different than what I used to have

     

    Drew Smith

    Director of Development

    cid:985BC173-1C95-404B-90DC-99F414850A4C

    cid:4ADE73E1-57B0-4F53-825D-31E69D542767

    817-763-0207, ext. 110

    1540 Mall Circle

    Fort Worth, TX  76116

     

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Melissa Scott
    Sent: Tuesday, October 25, 2016 1:41 PM
    To: Drew Smith
    Subject: Re: [Tessitura Development Forum] Donor Reports

     

    Drew,

    There isn't a canned report that shows consecutive past year giving or first time donor report.

    For a LYBUNT/SYBUNT report try the Campaign Giving Comparison report in the Campaign and Appeal folder. It allows you to compare two different fiscal years and look at donors who have to just one or both.

    Melissa

    From: Drew Smith <bounce-drewsmith4519@tessituranetwork.com>
    Sent: 10/24/2016 4:40:33 PM

    Hi everyone, I'm new to this software and was wondering if there are canned reports available, or, if you have to build custom reports for things such as: All donors of $1,000 and above for the past 5 consecutive fiscal years, etc.

    Also are there canned LYBUNT reports, first time donor reports, etc.?




    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!

  • $organization

    Can anyone tell me how to run a donor history report, if I want to find donors with 10 consecutive years of giving?

     

    Drew Smith

    Director of Development

    cid:985BC173-1C95-404B-90DC-99F414850A4C

    cid:4ADE73E1-57B0-4F53-825D-31E69D542767

    817-763-0207, ext. 110

    1540 Mall Circle

    Fort Worth, TX  76116

     

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Melissa Scott
    Sent: Tuesday, October 25, 2016 1:41 PM
    To: Drew Smith
    Subject: Re: [Tessitura Development Forum] Donor Reports

     

    Drew,

    There isn't a canned report that shows consecutive past year giving or first time donor report.

    For a LYBUNT/SYBUNT report try the Campaign Giving Comparison report in the Campaign and Appeal folder. It allows you to compare two different fiscal years and look at donors who have to just one or both.

    Melissa

    From: Drew Smith <bounce-drewsmith4519@tessituranetwork.com>
    Sent: 10/24/2016 4:40:33 PM

    Hi everyone, I'm new to this software and was wondering if there are canned reports available, or, if you have to build custom reports for things such as: All donors of $1,000 and above for the past 5 consecutive fiscal years, etc.

    Also are there canned LYBUNT reports, first time donor reports, etc.?




    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!

  • $organization

    What I have done in the past is create a series of lists, one for each year, and then create a list that only includes the people are in all of the other lists.

     

    Once you have your set of people identified, you can run one of the finance or contribution reports to see detail on that group of people.

     

    Jane

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Drew Smith
    Sent: Tuesday, October 25, 2016 1:53 PM
    To: Jane Voytek <jvoytek@berkeleyrep.org>
    Subject: RE: [Tessitura Development Forum] Donor Reports

     

    Can anyone tell me how to run a donor history report, if I want to find donors with 10 consecutive years of giving?

     

    Drew Smith

    Director of Development

    cid:985BC173-1C95-404B-90DC-99F414850A4C

    cid:4ADE73E1-57B0-4F53-825D-31E69D542767

    817-763-0207, ext. 110

    1540 Mall Circle

    Fort Worth, TX  76116

     

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Melissa Scott
    Sent: Tuesday, October 25, 2016 1:41 PM
    To: Drew Smith
    Subject: Re: [Tessitura Development Forum] Donor Reports

     

    Drew,

    There isn't a canned report that shows consecutive past year giving or first time donor report.

    For a LYBUNT/SYBUNT report try the Campaign Giving Comparison report in the Campaign and Appeal folder. It allows you to compare two different fiscal years and look at donors who have to just one or both.

    Melissa

    From: Drew Smith <bounce-drewsmith4519@tessituranetwork.com>
    Sent: 10/24/2016 4:40:33 PM

    Hi everyone, I'm new to this software and was wondering if there are canned reports available, or, if you have to build custom reports for things such as: All donors of $1,000 and above for the past 5 consecutive fiscal years, etc.

    Also are there canned LYBUNT reports, first time donor reports, etc.?




    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!