New Tessitura user here and am hitting some roadblocks. Any help would be greatly appreciated!
I am needing a list of any donor (or foundation, trust, etc.) and their cumulative donation amount within a specified window of 14 months.
Thank you!
Hi Elisabeth!
You'll want some help from your IT folks but you can pull this from an output set. Output sets are cool because you can create new, custom elements to get the data you are looking for. I created one in our system just like this. I may have found it in one of the handy dandy Output Set Cook Books. Here's what you can pass along to IT. Once they add this for you, it'll be available for you to select when you build a new output set.
Add a row to TR_QUERY_ELEMENT:
data select: sum(cont_amt)
data from: vs_contribution
data where: cont_dt > dateadd(mm,-14,getdate())
Hope this helps! Feel free to let me know if you have more questions about this!
Jenny