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,
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 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
Once you have created a list of who you want on the list, there is a Total Giving output set element you can use.
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
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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