Donation Reports

Former Member
Former Member $organization
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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  • 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

    1

    2010-06-01 00:00:00.000

    2010-06-30 23:59:59.997

    ATOLUSER1

    dkrebs 

    2016-02-17 12:07:56.833

    dkrebs 

    2016-02-17 12:07:56.837

    Y

    81

    2011

    2

    1

    2010-07-01 00:00:00.000

    2010-07-31 23:59:59.997

    ATOLUSER1

    dkrebs 

    2016-02-17 12:07:56.847

    dkrebs 

    2016-02-17 12:07:56.850

    Y

    82

    2011

    3

    1

    2010-08-01 00:00:00.000

    2010-08-31 23:59:59.997

    ATOLUSER1

    dkrebs 

    2016-02-17 12:07:56.860

    dkrebs 

    2016-02-17 12:07:56.863

    Y

    83

    2011

    4

    2

    2010-09-01 00:00:00.000

    2010-09-30 23:59:59.997

    ATOLUSER1

    dkrebs 

    2016-02-17 12:07:56.873

    dkrebs 

    2016-02-17 12:07:56.877

    Y

    84

    2011

    5

    2

    2010-10-01 00:00:00.000

    2010-10-31 23:59:59.997

    ATOLUSER1

    dkrebs 

    2016-02-17 12:07:56.890

    dkrebs 

    2016-02-17 12:07:56.893

    Y

    85

    2011

    6

    2

    2010-11-01 00:00:00.000

    2010-11-30 23:59:59.997

    ATOLUSER1

    dkrebs 

    2016-02-17 12:07:56.903

    dkrebs 

    2016-02-17 12:07:56.907

    Y

    86

    2011

    7

    3

    2010-12-01 00:00:00.000

    2010-12-31 23:59:59.997

    ATOLUSER1

    dkrebs 

    2016-02-17 12:07:56.920

    dkrebs 

    2016-02-17 12:07:56.923

    Y

    87

    2011

    8

    3

    2011-01-01 00:00:00.000

    2011-01-31 23:59:59.997

    ATOLUSER1

    dkrebs 

    2016-02-17 12:07:56.933

    dkrebs 

    2016-02-17 12:07:56.933

    Y

    88

    2011

    9

    3

    2011-02-01 00:00:00.000

    2011-02-28 23:59:59.997

    ATOLUSER1

    dkrebs 

    2016-02-17 12:07:56.943

    dkrebs 

    2016-02-17 12:07:56.943

    Y

    89

    2011

    10

    4

    2011-03-01 00:00:00.000

    2011-03-31 23:59:59.997

    ATOLUSER1

    dkrebs 

    2016-02-17 12:07:56.950

    dkrebs 

    2016-02-17 12:07:56.953

    Y

    90

    2011

    11

    4

    2011-04-01 00:00:00.000

    2011-04-30 23:59:59.997

    ATOLUSER1

    dkrebs 

    2016-02-17 12:07:56.963

    dkrebs 

    2016-02-17 12:07:56.963

    Y

    91

    2011

    12

    4

    2011-05-01 00:00:00.000

    2011-05-31 23:59:59.997

    ATOLUSER1

    dkrebs 

    2016-02-17 12:07:56.973

    dkrebs 

    2016-02-17 12:07:56.973

    Y

     

     

     

     

     

     

    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

     

    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

    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!




    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!

  • Former Member
    Former Member $organization in reply to Dot Krebs (Past Member)
    Thanks! Talking to our database admin to see what's up with this.
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