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!
Are y'all using Analytics? I keep a sandbox-style dashboard with a pivot table widget set up to pull exactly this. Much faster to adjust and download than a full-blown report.
Hello Kate! Could you go more into detail about how you set this up? Thank you!
Sure thing. Screenshot below.
I actually pared down a few of the parameters I keep handy in the X-axis to make this easier to understand, but basically I keep a standing widget like this and apply filters--like a Designation or a campaign category--as needed.
This also saves very nicely into Excel.