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Pulling Pledge Payments

Carlos García León
$organization

Hola! 

My name is Carlos, and I'm relatively new to Tessitura. While the videos and help from my colleagues have been pretty helpful so far, I've run into a situation that no one can seem to figure out. 

Here's my dilemma: I'm trying to pull a list of all contributions from constituents for a calendar year. I've managed to figure out both Donor FY Giving Summary and the Constituent Contribution Summary Receipt Utility. However, when looking at the data, it doesn't include the individual pledge payments made within the set dates. Is there a way to do this via another report or via an element in an output settings through a list? 

Any help, insight, and some good vibes (cause it's stressing me out), would be sincerely appreciated. 

All the best, 

Carlos (he/they) 

Parents
  • $organization
    Hey Carlos,
     
    I ran into the same problem last week. I wrote some overly complicated SQL, but it ended up working.
     
    The key for me was understanding the difference between a contribution and a transaction.
     
    You are probably filtering based on contribution dates. But if you have long standing pledges year after year, that contribution date was years ago…which is why its not pulling.
     
    In my SQL I used [BI].[VT_TRANSACTION_AND_PAYMENT] to get the transaction information and mash it with the contribution information in [BI].[VT_CONTRIBUTION].
     
    I’m not sure if that’s helpful to you, but next year I’m looking into using the Cumulative giving Tax receipt Utility.
     
    -Brian Schmidt
     
    Brian Schmidt
    Development Operations Manager
    Irish Arts Center
    C: 516-581-5364
     
Reply
  • $organization
    Hey Carlos,
     
    I ran into the same problem last week. I wrote some overly complicated SQL, but it ended up working.
     
    The key for me was understanding the difference between a contribution and a transaction.
     
    You are probably filtering based on contribution dates. But if you have long standing pledges year after year, that contribution date was years ago…which is why its not pulling.
     
    In my SQL I used [BI].[VT_TRANSACTION_AND_PAYMENT] to get the transaction information and mash it with the contribution information in [BI].[VT_CONTRIBUTION].
     
    I’m not sure if that’s helpful to you, but next year I’m looking into using the Cumulative giving Tax receipt Utility.
     
    -Brian Schmidt
     
    Brian Schmidt
    Development Operations Manager
    Irish Arts Center
    C: 516-581-5364
     
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