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Gift Date

Vicki Robles de Serino
$organization

Hello eveyone,

I was wondering if anyone knows......

I created a list of patrons who made a gift to a certain fund for a start date and end date.  I want to be able to export it into an Excel spreadsheet and see the gift date.  Does anyone knows how to do this?

I've used a couple of reports from "Reports & Utilities", one is NEW CONTRIBUTION REPORT and the other one is FUND ACTIVITY REPORT.  The first one shows the gift date, but doesn't include ALL the gifts.  The second report includes ALL, but shows NO date.

Beeing able to create this report or list would be very helpful since I use this to enter it into the University of Arizona Foundation database.

Thanks,

Vicki

  • $organization

    Hi Vicki,

     

    You can always plug your existing list of patrons into an output set with the selected output element ‘Contribution_cont_dt’. This should list the dates of all contributions made by the patrons in your list.

     

    You can also execute the output set and save it into Excel.

     

    Hope this helps,

     

    Katherine Chien

    Philanthropy Co-ordinator - Donations & Events

     

    The Australian Ballet
    T 03 9669 2784 | F 03 9686 6683
    Level 5, 2 Kavanagh St, Southbank VIC 3006
    australianballet.com.au

     

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Vicki Robles de Serino
    Sent: Wednesday, 7 April 2010 10:29 AM
    To: Katherine Chien
    Subject: [Tessitura Development Forum] Gift Date

     

    Hello eveyone,

    I was wondering if anyone knows......

    I created a list of patrons who made a gift to a certain fund for a start date and end date.  I want to be able to export it into an Excel spreadsheet and see the gift date.  Does anyone knows how to do this?

    I've used a couple of reports from "Reports & Utilities", one is NEW CONTRIBUTION REPORT and the other one is FUND ACTIVITY REPORT.  The first one shows the gift date, but doesn't include ALL the gifts.  The second report includes ALL, but shows NO date.

    Beeing able to create this report or list would be very helpful since I use this to enter it into the University of Arizona Foundation database.

    Thanks,

    Vicki




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  • $organization
    Vicki,

    If the reports are not giving you the correct data you are looking for as it pertains to your list of patrons, I have found that output sets work well for this. I select each item (fname, lname, address, city state, zip, contribution amount, contribution date, etc) and put them in the order I desire. I run the list against the output set and see if it actually gives me the data I was expecting. Many of the criteria for the output set are similar to one another, so sometimes I have to tweak the output set until I get what I want. Hope this helps.

    Marie Kocher
    Development Assistant
    Kansas City Ballet
    1616 Broadway
    Kansas City, MO 64108
    816-931-2232
    mkocher@kcballet.org
    www.kcballet.org

    ________________________________

    From: Tessitura Development Forum on behalf of Vicki Robles de Serino
    Sent: Tue 4/6/2010 7:29 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Gift Date



    Hello eveyone,

    I was wondering if anyone knows......

    I created a list of patrons who made a gift to a certain fund for a start date and end date. I want to be able to export it into an Excel spreadsheet and see the gift date. Does anyone knows how to do this?

    I've used a couple of reports from "Reports & Utilities", one is NEW CONTRIBUTION REPORT and the other one is FUND ACTIVITY REPORT. The first one shows the gift date, but doesn't include ALL the gifts. The second report includes ALL, but shows NO date.

    Beeing able to create this report or list would be very helpful since I use this to enter it into the University of Arizona Foundation database.

    Thanks,

    Vicki




    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!
  • $organization

    I will make my weekly plug for the Pledge Gift report in the finance folder.  Its fun and easy to use.

    Dale

  • $organization

    Hello everyone,

    Thank you so much!  Your feedback was incredibly helpful.  I was able to create exactly what I needed and learned how to create infinite possibilities in regards to reports like such.

    Again thanks to all of you and to Tessitura for having this resourceful way of interaction.

    Tessitura Rocks!