Gift Date

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

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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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

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!