Hello,
I am new to Tessitura and I was looking to run a report that will show all donors and the amounts they have given to date. Is there a basic report that can do this? Any help would be much appreciated!
Angela
Angela,
You have a number of options. Here are my favs:
1. Fund Activity Report in the Finance folder. Run it with a Start Date way in the past and End Date of tomorrow. Leave Fund, Appeal, List and Channel blank. Group By -"Constituent". You can save to excel for sorting options
2. Pledge Gift in the Finance folder with the following parameters:Campaign-None, From Date-Date in the past, To Date-tomorrow's date, Start Amount-$0.01, End Amount-large amount, List-None, Mode-Alpha, Solicitor-leave blank.
3. New Contributions Report in the Development folder - Choose a start date way in the past and an end date of tomorrow, leave Funds, Constituent Types and List blank.
There are others like the Current Constituent Giving by List in the Development folder but you would need to create a list of all donors first.
Dale
Thank you Dale. I will try those options right now.