We would like to begin listing our donor in our performance program. Is there a way to pull a report of all donors within a specific time period with a total giving. So far I have only been able to pull a report that will list a separate line for each gift but not a total for the year.
I submitted the idea of "pulling donor listings for playbills/annual reports" as an idea for the conference because it every Tess org I've worked in (there have been four now), I've yet to find a good way to do this without a decent amount of manual work. I'd love a session on how other orgs are doing this and utilizing Tess in a less manual way. Even a panel discussion so more people in the room could contribute their ideas! I believe all three of us (me, Tina and Mike) are on the planning committee so I'm putting a plug in for this to happen!
I'd love to see a panel discussion on this. We too, use the Program Names area and while it's a bit clumsy to manually edit the list in Word, I've come up with a way that works for us at the moment. Feel free to reach out to me, Gina, if you're looking for panel members.
This is a great idea! Our process for our Annual Report is very complicated and manual. I would love to have a better way - but through all my research the only thing I've found is that a custom report may be the answer. And unfortunately, i think there are far too many variables in our process for that.
Our Playbill process is so much easier though there is still a bit of manual work around the soft credits.