• Replies 5 replies
  • Subscribers 414 subscribers
  • Views 104 views
  • Users 0 members are here
Related

Gifts, Soft Credits & Pledges Report

Terry Stevens
$organization

I am looking for anyone who has created a custom report which would list constituents and their total gifts & pledges including, soft credits, pledges (whether just pledged or pledged and received) and matching gifts.  I am not sure if this is even possible so I am wondering if others have been given this same task and have come up with a solution.  I would love feed back from anyone who has attempted this.  Thanks in advance.

Parents
  • $organization

    Terry,

    Before you create something new, have you tried the Current Constituent Giving by List in the Development Reports folder?

    If that doesn't work for you it is certainly possible to create a custom report to do what you need but before you do I suggest you check through the shared reports available at tessituranetwork.com, there may already be something there that will fit your needs.


    Dale

Reply
  • $organization

    Terry,

    Before you create something new, have you tried the Current Constituent Giving by List in the Development Reports folder?

    If that doesn't work for you it is certainly possible to create a custom report to do what you need but before you do I suggest you check through the shared reports available at tessituranetwork.com, there may already be something there that will fit your needs.


    Dale

Children
  • $organization in reply to Dale Aucoin

    Thank you Dale.  Although the Constituent Giving by List gives me most of what I need.  I also need the soft credits to show as donation under the constituent who recieved the soft credit.  I know this is unusual because they did not write the check but I need this in order to come up with levels when combining all our consortium memberships.  Another words we are looking to combine all donations from all the member groups in the consortium and applying one member level from this total.  Because we count soft credits towards membership levels I need to include soft credits for the consituents total giving on the report. 

  • $organization in reply to Terry Stevens

    Hey Terry,

     

    I wonder if you should alter some of your data entry procedures as well to make it easier for you to see total giving.

     

    If you have gifts from other sources that apply to people’s memberships, perhaps you should enter those gifts as Gift Memberships rather than soft credits? That way you can use the membership reports to look at their total giving.

     

    Also, I don’t know if you’re using solicitations, but we use the Recorded Amount field to enter contributions + matching gifts + gift memberships, so that we can look at total giving via all solicitation reports.

     

    Rey

     

    ---

    A. Rey Pamatmat

    Development Database Coordinator

    The Public Theater

    425 Lafayette Street

    New York, NY 10003

    (212) 539-8739

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Terry Stevens
    Sent: Tuesday, February 02, 2010 6:07 PM
    To: Rey Pamatmat
    Subject: Re: [Tessitura Development Forum] Gifts, Soft Credits & Pledges Report

     

    Thank you Dale.  Although the Constituent Giving by List gives me most of what I need.  I also need the soft credits to show as donation under the constituent who recieved the soft credit.  I know this is unusual because they did not write the check but I need this in order to come up with levels when combining all our consortium memberships.  Another words we are looking to combine all donations from all the member groups in the consortium and applying one member level from this total.  Because we count soft credits towards membership levels I need to include soft credits for the consituents total giving on the report. 

    From: Dale Aucoin <bounce-daleaucoin4707@tessituranetwork.com>
    Sent: 2/2/2010 4:02:03 PM

    Terry,

    Before you create something new, have you tried the Current Constituent Giving by List in the Development Reports folder?

    If that doesn't work for you it is certainly possible to create a custom report to do what you need but before you do I suggest you check through the shared reports available at tessituranetwork.com, there may already be something there that will fit your needs.


    Dale




    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!