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Total Giving by Fiscal Year

Chelsea Dvorchak (Past Member)
$organization

I am trying to find a way to pull in the total giving amounts by fiscal year for each constituent in a list. This seems like a very basic thing that Tessitura should do, but I've looked everywhere and I cannot find a way. A List Manager output set is not helpful because it doesn't allow a filter for fiscal year on the total giving element. I also cannot find a report that will pull this information- the "Donor FY Giving Summary" does not work (and the parameters don't make much sense.) Does anyone have a way to pull this that I'm just not seeing?

Thanks!

Parents
  • $organization
    Hi Chelsea,
     
    If your campaigns are FY based, you could create multiple rows of Total Contributions with output set filters for the campaigns you want. It would looks something like the attached photo.
     
     
    Does that work for you?
     
    -Brian
     
     
    Brian Schmidt (He/Him)
    Development Operations Manager
    Irish Arts Center
    C: 516-581-5364
     
     
     
Reply
  • $organization
    Hi Chelsea,
     
    If your campaigns are FY based, you could create multiple rows of Total Contributions with output set filters for the campaigns you want. It would looks something like the attached photo.
     
     
    Does that work for you?
     
    -Brian
     
     
    Brian Schmidt (He/Him)
    Development Operations Manager
    Irish Arts Center
    C: 516-581-5364
     
     
     
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