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Development Solicitation Report

Lindsay Chard
$organization

Hello-

Our organization recently transitioned to Tessitura, so I am still learning all of the functionality it has to offer and how to best use it. I am looking to pull a report for staff solicitors that lists every donor to the current year Annual Fund, in alphabetical order by donor last name, with the amount of that current fiscal year gift and the worker assigned to them. I previously did this in Raiser's Edge with the export function, where you can essentially filter the output, and I am struggling to find a comparable process in Tess. I tried saving the Fund Summary report as an Excel file, but it produced many additional lines of data that don't appear that way in the database. I don't need the process to mirror what I did in RE exactly, but I would at least like to be able to group these vital pieces of data in one document.

Any insight is much appreciated!

Lindsay

  • $organization

    Hi Lindsay, 

    The report you want to check out is "Plan Summary." It allows you to select the FY/Campaign, Solicitors, Workers, etc...anything you set up in a constituents' Plan. Then you can sort by the column headings by the Solicitor/Worker.

    You may also try to create a list and output set with what you need and run them against eachother. This way you can select the specific columns of information that you need. Check that out.

    Otherwise, you may be looking at custom editing the exsisting "Plan Summary" report.

    I hope this gives you another option to try.

    Thanks,

    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

  • $organization

    If you save as .csv you will get an output file that is easier to work with.

     

    Jane

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lindsay Chard
    Sent: Wednesday, July 26, 2017 10:53 AM
    To: Jane Voytek <jvoytek@berkeleyrep.org>
    Subject: [Tessitura Development Forum] Development Solicitation Report

     

    Hello-

    Our organization recently transitioned to Tessitura, so I am still learning all of the functionality it has to offer and how to best use it. I am looking to pull a report for staff solicitors that lists every donor to the current year Annual Fund, in alphabetical order by donor last name, with the amount of that current fiscal year gift and the worker assigned to them. I previously did this in Raiser's Edge with the export function, where you can essentially filter the output, and I am struggling to find a comparable process in Tess. I tried saving the Fund Summary report as an Excel file, but it produced many additional lines of data that don't appear that way in the database. I don't need the process to mirror what I did in RE exactly, but I would at least like to be able to group these vital pieces of data in one document.

    Any insight is much appreciated!

    Lindsay




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