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
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
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