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Hello. I’m new to Tessitura, only in my second month, and have encountered a reporting problem I’m not sure how to solve.
I have been using the “pledge gift” report to get information on who gave how much on what date. Last month this worked fine, but now that I have pledge payments in their second month, I realize that the report will not pull pledge payments received. (For example, if someone makes a $60 pledge in July and pays $10 of it, that shows on the July report. When they pay another $10 in August, I don’t see it on the August report because Tessitura counts it as a July transaction—when in fact that second $10 payment arrived in August.)
This is unacceptable for our financial reporting because I need to know the “who/how much/what date” for every gift, regardless of whether it’s part of a pledge. It’s also important that the report pull the date the payment was made (not the “transaction date,” i.e., whatever day I’m working in the computer, and not a posting date).
I would appreciate hearing how other people get around this problem. If you have created a custom report, would you be willing to share code that I could pass on to one of our more IT-knowledgeable staff? Any advice or guidance would be appreciated. Thanks!
Hi Claire,
All the report documents contain a processing summary section at the beginning that explain what the report does in user friendly language and then a section explaining what data each parameter corresponds to (with the exception of a few older report documents we have not yet updated where the parameter section is very basic and admittedly not that helpful). The table you mention is at the end of the documents and is really only there for IT staff who need a bit more technical information about a report. If there are some specific report documents you think could use some improvements, please email me at documentation@tessituranetwork.com. I appreciate any documentation feedback you can provide.
In v10 of Tessitura, we have updated the description of pretty much every date parameter in all the reports to be more specific so you can know without referencing the documentation if it is looking at contribution date, transaction date, order date, or any other date. To go with those changes we have also updated all the corresponding documents (including several of the old documents that received a full overhaul).
Kevin Sheehan
Documentation & Learning Resources Specialist
Tessitura Network
1 888 643 5778 ext 329 Office
ksheehan@tessituranetwork.com