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Pledges being omitted from list

Martin Giannini
$organization

I have created a list with a very simple criteria. Gifts over $5000 (Gift Amount >=5000) given between 01/01/2009 and 12/31/2009. I'm looking for all gifts and pledge payments of that amount or greater RECEIVED during the specified date range, regardless of campaign year or date of the original pledge. I’m finding that pledge payments are not showing up on the list. If the original pledge was made in, say, ’05, but was fulfilled in ’09, I want it on my list. How can I accomplish this?

  • $organization

    You are probably using gift date which in not transactional.  Transaction date needs to used.  If you do not have transaction as criteria it  will need to be added.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Martin Giannini
    Sent: Sunday, March 21, 2010 6:55 PM
    To: McKinley, Leslie
    Subject: [Tessitura Development Forum] Pledges being omitted from list

     

    I have created a list with a very simple criteria. Gifts over $5000 (Gift Amount >=5000) given between 01/01/2009 and 12/31/2009. I'm looking for all gifts and pledge payments of that amount or greater RECEIVED during the specified date range, regardless of campaign year or date of the original pledge. I’m finding that pledge payments are not showing up on the list. If the original pledge was made in, say, ’05, but was fulfilled in ’09, I want it on my list. How can I accomplish this?




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  • $organization in reply to Leslie McKinley

    Hi Martin!

    Try using the Pledge Balance Detail report in the Finance Folder.  This report does not require pledge date as a parameter, nor campaigns or funds.

    Be sure to click the NEXT button as there is a second page of criteria.  On this second page, you will be able to enter a Transaction Date range.  Use these dates to dertermine the qualifying range for pledge payments.

    If you just need a list - you can then go to File in the tool bar and select Save as List.

    Hope that gets you what you need!

    Nick

  • $organization in reply to Leslie McKinley

    Thanks Leslie! I don't have "Transaction date" as a criterea, but i'll get to work on building it in for future lists.

  • $organization in reply to Nick Barnett

    Nick,

    That's very helpful, and ought to get me the info I need. For future list-pulls, i'll hopefully have a "transaction date" criterea that I can use.

    Thanks again,

    Martin

  • $organization

    Hi Martin,

     

    If you are going to add a transaction date criterion, you are going to need to add a few others to go with it so that you can get the results you desire.  You would not be able to use it with the existing contribution criteria to look for a single pledge payment that meets both the amount and date criteria, because the transaction information comes from a different table than the existing contribution criteria.  For an explanation on the concepts behind this see the sections on IN and HAS in the Criteria Sets document.

     

    At minimum to get the result you are looking for you will need three transaction criteria:  transaction date, transaction amount, and transaction type.  Transaction type is so you can choose to only look at gifts and pledge payments, because the transaction table also holds ticketing transactions.

     

    Kevin Sheehan

    Documentation & Learning Resources Specialist

    Tessitura Network

    1 888 643 5778 ext 329 Office

    ksheehan@tessituranetwork.com