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!
This is a 2-parter – LIST and then Output Set. I use this type of thing to help pull my program listings.
I pull my list in this way:
Contribution Campaign in “selections” (if appropriate)
Total Giving >= .01 (this way I don’t get anyone I have made adjustments to)
You can also run multiple lists for different giving levels to isolate your $500 from your $5,000 donor
Contribution Date between 08/01/2015 and 10/30/2016 (or whatever your 14 month range is)
I set up my Output Set in this way using a custom output set element I requested to be created:
Constituent Sort Name
LName/FName, address, (whatever you need)
Total Giving W SC NO Cap (Total Giving with Soft Credit No Capital Campaign) – I had this run based on Campaign Category in the background, with a date range parameter. I make sure my date range in the list MATCHES my date range on THIS output set element.
I also have 2 additional Output Set Criteria which operate in a similar way
Total Giving W/O SC No Cap – to pull CASH or PLEDGES ONLY
Total Credits No Cap – to pull the Soft Credits ONLY
I hope this helps.
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 Elisabeth Alonzi Sent: Friday, November 11, 2016 12:19 AM To: Marie Kocher <mkocher@kcballet.org> Subject: [Tessitura Development Forum] Cumulative donations in a 14-month window
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