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)
Heath,
This is so great, and would love a copy too to share with our System Admin. e:mail : lchard@portlandsymphony.org.
Thank you so much!
I'd love it too. Thanks so much, Heath! ephillips@strathmore.org
I'd love a copy too! Thanks
Hi Heath, I would love a copy too! Thank you so much! wdotson@okcontemp.org
We are almost ready to mail off our gift summary letters and it was a nightmare to pull out using a combo of pledge payments, output sets, and fund activity. Every single line had to be checked manually and I'm going to have nightmares for weeks that we missed something. Having this would have been SO MUCH EASIER. So in light of that, Heath, would you mind sharing the code with me as well? el@celebrityseries.org. THANK YOU!!
Hi Heath! Would also love a copy if possible! We've been trying to find a way to manage donors with capital and multiple annual pledges, and this may just be the report we're looking for. Thanks! tlogan@publictheater.org
Hey Lyn - can you shoot me your email address
Hey everyone,
I should have sent it to all of you but if you don't have the .rdl .sql the example and the shared reports guide in your inbox let me know and I'll resend.
Sorry about that. lyn@wso.mb.ca Thanks so much!
Hi Heath,
Can you share those files with me as well?
Ashley Elliott
Database Administrator
St. Louis Symphony Orchestra
314-286-4198
ashleye@slso.org
Hi Heath - sorry to jump in on this, but might you be able to please share this with me as well?
amy@pacificopera.ca
Thank you so much!!
I would also love a copy! :-)
Hi Carlos,
None of the standards elements for Pledge Payments are Multi-Row Elements, and will only offer you aggregates payment amounts within a specified date filter. You might be able to do something in the Analytics Finance cube though. The payment schedules are not in there, but the payments that have been made can be shown individually. How something is ultimately designed in Analytics fluctuates based on your goals, but here's a sample of what that might look like (especially given Heath's excellent contribution to the Community).
pulling_2D00_pledge_2D00_payments.dash
This is truly just one way to go about it, and any but-can-its or could-I-justs would likely require some re-work. It is currently limited to Pledges. And while the Payment value is limited by the Transaction Date Year, the Pledged and Balance values are not. Were they limited as well, the initial pledge and any payments outside the scope of the selected Transaction Date Year would be missing from the output. These latter two values are also built with a formula to suppress their values when there are multiple payments, in an effort to only render them on the contributions' subtotals, rather than being repeated on each payment row.
In any case, just a peak into what's possible on the Analytics side.
Best,Chris