Renewal 2+ Donors

I pull “Contribution Campaign – IN – and choose ALL appropriate campaigns within the fiscal years that I need. Then I spot check a good number of the resulting constituents. One step further is to create an output set using some custom Total Giving elements. Along with “Customer Sort Name” and other elements you might need, I add “Total Giving _P” selecting the first set of appropriate campaigns, then “Total Giving _P 2” and selecting the second set of appropriate campaigns. Then my excel spreadsheet will show the values for each set. If there are holes, then you can trouble shoot from there, or sort and go with what you have.

I think you can also pull a Campaign Comparison report and save it as a CSV file, then sort. Run it against the proposed list above, OR a list that has your first campaign (14-15 Individual Giving) in the upper part of the list criteria, along with second campaign (15-16 Individual Giving) in the OR/bottom section of the list criteria. That report will give you the dollar amount for each. The report parameters will only compare campaigns ONE-to-ONE.

Thanks,

Marie

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Marie Kocher | Development Assistant

Kansas City Ballet | Todd Bolender Center for Dance & Creativity

500 W. Pershing Road, Kansas City, MO 64108

816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

kcballet.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jennifer Dulik
Sent: Wednesday, November 02, 2016 6:57 PM
To: Marie Kocher <mkocher@kcballet.org>
Subject: [Tessitura Development Forum] Renewal 2+ Donors

Hi all!  

How do I pull a list of donors who contributed in FY15 AND FY16 without using SQL?  I keep getting stragglers who donated to one fiscal year or the other, but I need people who donated in both years. Thanks in advance!  :)

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!

I pull “Contribution Campaign – IN – and choose ALL appropriate campaigns within the fiscal years that I need. Then I spot check a good number of the resulting constituents. One step further is to create an output set using some custom Total Giving elements. Along with “Customer Sort Name” and other elements you might need, I add “Total Giving _P” selecting the first set of appropriate campaigns, then “Total Giving _P 2” and selecting the second set of appropriate campaigns. Then my excel spreadsheet will show the values for each set. If there are holes, then you can trouble shoot from there, or sort and go with what you have.

I think you can also pull a Campaign Comparison report and save it as a CSV file, then sort. Run it against the proposed list above, OR a list that has your first campaign (14-15 Individual Giving) in the upper part of the list criteria, along with second campaign (15-16 Individual Giving) in the OR/bottom section of the list criteria. That report will give you the dollar amount for each. The report parameters will only compare campaigns ONE-to-ONE.

Thanks,

Marie

---

Marie Kocher | Development Assistant

Kansas City Ballet | Todd Bolender Center for Dance & Creativity

500 W. Pershing Road, Kansas City, MO 64108

816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

kcballet.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jennifer Dulik
Sent: Wednesday, November 02, 2016 6:57 PM
To: Marie Kocher <mkocher@kcballet.org>
Subject: [Tessitura Development Forum] Renewal 2+ Donors

Hi all!  

How do I pull a list of donors who contributed in FY15 AND FY16 without using SQL?  I keep getting stragglers who donated to one fiscal year or the other, but I need people who donated in both years. Thanks in advance!  :)

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!