Hi there,
We're doing some digging, but have been unable to find a canned Tessitura report that matches the value of an individual or household's total giving in the Contributions tab of their account.
(We had been hopeful Current Constituent Giving by List, but it does not seem to include Contributions where they are the Initiator but not the Owner--unlike the Contributions tab.)
Seems report (or an Output Set element) could be built using VS_CONTRIBUTION_WITH_INITIATOR... but wondering if we're just missing something obvious.
Thanks.
Michael
Disclaimer: We are on v14.
Try out the new List Criteria "Contribution Constituent Role". I was recently informed about this new List Criteria and to use it in tandem with the "Total Giving" List Criteria.
I was pulling lists after we upgraded and was wondering why my matching gift constituent records were included in my count. Apparently, the Total Giving criteria has been modified, and then is to be used with the Contribution Constituent Role, so that you can narrow your results to just Owner vs initiator vs creditor, etc. There are 4 or 5 selection.
See if that gets you closer to what you are looking for with your Current Constituent Giving by List.
Thank you. We are v14 as well.Will look at that.
Was hoping for something report based not list/output based for ease of usability especially for people who aren't regular users. (There's definitely a learning curve with even basic lists that is overwhelming to some whereas everyone "gets" reports.)