I am trying to get a list of constituents who have given $75 to $900 total within a year. Eg - 7/1/2018 - 6/30/2019. Memberships levels won't work because our memberships run from the date a gift was made.
I don't see any criteria for total amount of gifts for a time span. There is only an output for total giving.
Am I missing something?
I need to pull in certain Funds and Designations as well so that I am only getting specific data.
Which version of Tessitura are you on? With the newer version of output sets, I believe you should be able to use an output filter on Total Giving to filter by Contribution Date to get the result you're looking for. I haven't tested it, though!Edit: The same logic would apply to List criteria -- use Contribution Date in conjunction with Total Giving and other factors.
I think that's it! Another one where I wish that were the criteria - any constituent that gave a total of $X to SX instead of on the output, but that should give me close to what I need.
When using the output filter, would you only use Total Giving or would you also add the filter of Contribution Received Date? When I used Total Giving with Contribution Date, it pulls up a list but when I click on the menu tab next to the Constituent ID#, there is no detailed amount. When I filter by Contribution Received Date, it will show me details.