I currently look after all philanthropy reporting for my org, but am soon leaving the company with no one to fill my shoes.
I'd like to set up as many scheduled reports to anticipate reporting needs (probably should have done this a long time ago!)
I thought that the Fund Activity Report would be the best for my Head of Dep, and would like to set it up so it arrives each Monday morning, showing total fund income for all of 2018, up to the report date. However, the relative date options dont seem to let you pick a fixed start date (01/01/2018)
Should I be looking at a different report for this? Or am I just filling out the parameters wrong? Any other ideas as to how I can automate top-line income reporting?
Hi Kate,
I have the New Contributions report scheduled to arrive each morning for our development officers and the Fund activity report scheduled weekly with the funds related to their "buckets"(Membership/Corporate/Grants/etc). Depending on what is most useful for the Development team, you may want some schedule for fiscal/calendar year or the last seven to thirty days (+/-N Days). I also wanted to mention that since you are leaving you may want another person from your team to create these schedules. During my transition it was challenging for me to take ownership/edit existing reports scheduled by my predecessor especially after her account was deactivated. After I decided to keep a separate schedule log in Excel outside of the Maintain Schedules tool for our Development team to know what criteria and times the reports were running.
Hope this helps!
Katy Barber
Thanks so much Katy! Totally agree about setting them up from another team member's account. I'm still here for a few weeks, so will test it for a couple of weeks myself and then re set up all my reporting in my colleagues Tess once I've got it working as I'd like. Appreciate the advice!
Related to Katy's comment, one thing I did prior to leaving a position was create a general "Development Reports" account in Tessitura that all the important reports/utilities was set up in. This way the person taking over will have access to this account without the hassle of creating all of the reports from scratch and you have the ability to set it up in a way that you know works!