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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

    Hi all! We've posted Heath Wilder's report in our Shared Reports repository. You can access it here: www.tessituranetwork.com/.../Pledge-Schedule-Balance-Report

  • $organization in reply to Adam Reifsteck

    Hi Adam and/or Heath,

    I'm also very interested in installing this shared report, but I'm not seeing either the Shared Reports Guide or an XML file in the Shared Reports zip file for this. Could either of you send that my way?

    Thanks,

    Sarah Covie
    she/her/hers
    PortTIX

  • $organization in reply to Sarah Covie

    I did get a copy of the Shared Reports Guide for this from a colleague and after following the steps outlined, I'm still getting this error when I try and run the report... not sure if I just missed something in the install process? I'm not all that familiar with installing shared reports, I've done it a few times in the past but not experienced enough to know where my issue is! Any advice would be appreciated Slight smile

    Thanks,
    Sarah

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  • $organization in reply to Sarah Covie

    Hi Sarah! There wasn't a report setup XML provided, but here is a screenshot of the parameter. The parameter used is Campaign.

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