Hey Michael,
Welcome to the community!
Not sure if this is what you are searching for, but have you looked into the Donor FY Giving Summary? You would need to create a list of the constituents who gave in the specific time period first.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Magnes Sent: Friday, January 27, 2017 1:36 PM To: Dot Krebs <dkrebs@actorstheatre.org> Subject: [Tessitura Development Forum] Donation Reports
Hello, relatively new to Tessitura and have a somewhat basic question--but what's the quickest and easiest way to run a report for cumulative donations? I want to compile a list of donations during a certain time period and only want one entry for each constituent but want to capture the cumulative dollar amount of their giving. Thanks!
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Oh…. Ok.
Are you trying to run the data from Fiscal years you converted from your legacy system?
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Magnes Sent: Friday, January 27, 2017 2:54 PM To: Dot Krebs <dkrebs@actorstheatre.org> Subject: RE: [Tessitura Development Forum] Donation Reports
Thank you! So I tried running the report with a list for that specific time period and this error message keeps popping up: Error Code 50000, Error Text: select Error: SQLState = 4200. Either start year or end year does not exist in TR_BATCH_Period.
From: Dot Krebs <bounce-dotkrebs9366@tessituranetwork.com> Sent: 1/27/2017 7:10:29 PM
This is from the report help:
FYear Mode – When set to Campaign Fyear, transaction fiscal year is determined based on the campaign to which the transaction was attributed. Transaction Date determines transaction fiscal year based on the transaction date which is then cross referenced with the fiscal years defined in the TR_BATCH_PERIOD table.
To fix it, you need to go into the system table TR_Batch_Period and enter in the batch period(s) data for the report to actually run.
id
fyear
period
quarter
start_dt
end_dt
create_loc
created_by
create_dt
last_updated_by
last_update_dt
inactive
80
2011
1
2010-06-01 00:00:00.000
2010-06-30 23:59:59.997
ATOLUSER1
dkrebs
2016-02-17 12:07:56.833
2016-02-17 12:07:56.837
Y
81
2
2010-07-01 00:00:00.000
2010-07-31 23:59:59.997
2016-02-17 12:07:56.847
2016-02-17 12:07:56.850
82
3
2010-08-01 00:00:00.000
2010-08-31 23:59:59.997
2016-02-17 12:07:56.860
2016-02-17 12:07:56.863
83
4
2010-09-01 00:00:00.000
2010-09-30 23:59:59.997
2016-02-17 12:07:56.873
2016-02-17 12:07:56.877
84
5
2010-10-01 00:00:00.000
2010-10-31 23:59:59.997
2016-02-17 12:07:56.890
2016-02-17 12:07:56.893
85
6
2010-11-01 00:00:00.000
2010-11-30 23:59:59.997
2016-02-17 12:07:56.903
2016-02-17 12:07:56.907
86
7
2010-12-01 00:00:00.000
2010-12-31 23:59:59.997
2016-02-17 12:07:56.920
2016-02-17 12:07:56.923
87
8
2011-01-01 00:00:00.000
2011-01-31 23:59:59.997
2016-02-17 12:07:56.933
88
9
2011-02-01 00:00:00.000
2011-02-28 23:59:59.997
2016-02-17 12:07:56.943
89
10
2011-03-01 00:00:00.000
2011-03-31 23:59:59.997
2016-02-17 12:07:56.950
2016-02-17 12:07:56.953
90
11
2011-04-01 00:00:00.000
2011-04-30 23:59:59.997
2016-02-17 12:07:56.963
91
12
2011-05-01 00:00:00.000
2011-05-31 23:59:59.997
2016-02-17 12:07:56.973
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Magnes Sent: Friday, January 27, 2017 3:01 PM To: Dot Krebs <dkrebs@actorstheatre.org> Subject: RE: [Tessitura Development Forum] Donation Reports
Once you have created a list of who you want on the list, there is a Total Giving output set element you can use.
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 Michael Magnes Sent: Friday, January 27, 2017 12:31 PM To: Marie Kocher <mkocher@kcballet.org> Subject: [Tessitura Development Forum] Donation Reports
For List Manager, I would use (and play around with) something like this:
Contribution Campaign (choosing all appropriate campaigns)
Total Giving (greater than or equal to) $.01 --- this ensures accounts with positive numbers instead of someone you may have adjusted their giving
OR
Total Giving Between (if you want to cap the total giving amount)
For Output Set Builder, I would use something like this:
Constituent Sort Name
Constituent LName
Constituent FName
(Any other Constituent Data you want)
Total Giving
We also have multiple custom Total Giving elements, ie “Total Giving1_p”, etc. The “p” means parameter. I am able to choose multiples of these and have each one represent one or a group of campaigns. So one of my output sets might look like this:
Total Giving1_p – where I have chosen 14-15 Indiv Campaign
Total Giving2_p – where I have chosen 15-16 Indiv Campaign
The values to select are the DESCRIPTIONS of the campaigns, not actually the Campaign Number stored in the system table and within the campaign set up.
We also have custom contribution date elements, ie “Contribution_by_date_range.” The back end is very specific and set to pull on Campaign Category. This ensures that I will get ONE GIVING TOTAL across all of my Development-Standard campaigns, as opposed to EVERYTHING on the account (Elevated Events, Capital Campaigns, etc.)
I hope this helps.
Feel free to personally email me at mkocher@kcballet.org.
Thanks,
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Magnes Sent: Friday, January 27, 2017 3:13 PM To: Marie Kocher <mkocher@kcballet.org> Subject: RE: [Tessitura Development Forum] Donation Reports
Thanks Marie. What parameters do I need to add so each constituent only appears once with their total donation amount?
From: Marie Kocher <bounce-mariekocher5698@tessituranetwork.com> Sent: 1/27/2017 8:36:35 PM
So glad!
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Magnes Sent: Friday, January 27, 2017 4:44 PM To: Marie Kocher <mkocher@kcballet.org> Subject: RE: [Tessitura Development Forum] Donation Reports
Thanks! This worked like a charm
From: Marie Kocher <bounce-mariekocher5698@tessituranetwork.com> Sent: 1/27/2017 10:07:52 PM