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!
Hi Brian,
Thanks for the suggestion! If I'm able to, this looks like what I need- however, I don't see how to set this up the way you have it. Is the "FY21 Giving (Total Contribution Amount)" an output set element? If so, I don't have any output set elements like that. (Our campaigns are FY based.)