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latest gift date and amount

Kathryn Gloor
$organization

Hi all -

I feel like this should be a fairly easy thing to report on/extract/output/whatever, but I'm at a loss.  I'd like to simply see the amount and date (and campaign would be nice, but isn't essential) of a constituent's most recent gift.  Searching through older posts, all I see is a bunch of SQL mumbo jumbo in response to this question... is there any way for a non-code-speaking development officer to coax this information out of Tess without IT intervention?

 

Thanks in advance for your insight & advice!

-Kat

  • $organization

    Check out the Campaign Giving Comparison report which details the last gift date and amount after the main report results.  If you save the results out to Excel, there are a few more columns to show which campaign, fund, etc.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Kathryn Gloor
    Sent: Wednesday, October 06, 2010 12:27 PM
    To: Ryan Creps
    Subject: [Tessitura Development Forum] latest gift date and amount

     

    Hi all -

    I feel like this should be a fairly easy thing to report on/extract/output/whatever, but I'm at a loss.  I'd like to simply see the amount and date (and campaign would be nice, but isn't essential) of a constituent's most recent gift.  Searching through older posts, all I see is a bunch of SQL mumbo jumbo in response to this question... is there any way for a non-code-speaking development officer to coax this information out of Tess without IT intervention?

     

    Thanks in advance for your insight & advice!

    -Kat




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization

    I did a presentation on the Campaign Giving Comparison report detailing all of it’s functions at the Tessitura Conference.  I love this report!  You can find my presentation under Development Report for All.

     

    Rachel Morris

    Development operations Associate

    San Francisco Opera

     

    R. Morris

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Ryan Creps
    Sent: Wednesday, October 06, 2010 9:42 AM
    To: Rachel Morris
    Subject: RE: [Tessitura Development Forum] latest gift date and amount

     

    Check out the Campaign Giving Comparison report which details the last gift date and amount after the main report results.  If you save the results out to Excel, there are a few more columns to show which campaign, fund, etc.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Kathryn Gloor
    Sent: Wednesday, October 06, 2010 12:27 PM
    To: Ryan Creps
    Subject: [Tessitura Development Forum] latest gift date and amount

     

    Hi all -

    I feel like this should be a fairly easy thing to report on/extract/output/whatever, but I'm at a loss.  I'd like to simply see the amount and date (and campaign would be nice, but isn't essential) of a constituent's most recent gift.  Searching through older posts, all I see is a bunch of SQL mumbo jumbo in response to this question... is there any way for a non-code-speaking development officer to coax this information out of Tess without IT intervention?

     

    Thanks in advance for your insight & advice!

    -Kat




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization in reply to Ryan Creps (Past Staff Member)

    Ryan, thanks for the tip! That gets me closer to what I want, however, seems to limit me to only the constituents who gave during one of the two compared campaigns, whereas I want to see the last gift for ALL donors in a given list, no matter when that last gift was.

     

    -Kat

  • $organization

    The Campaigns parameter for both groups is multi-select.  You can easily select all campaigns if you want.

    -Ryan

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Kathryn Gloor
    Sent: Wednesday, October 06, 2010 3:27 PM
    To: Ryan Creps
    Subject: RE: [Tessitura Development Forum] latest gift date and amount

     

    Ryan, thanks for the tip! That gets me closer to what I want, however, seems to limit me to only the constituents who gave during one of the two compared campaigns, whereas I want to see the last gift for ALL donors in a given list, no matter when that last gift was.

     

    -Kat

    From: Ryan Creps <bounce-ryancreps9649@tessituranetwork.com>
    Sent: 10/6/2010 11:41:33 AM

    Check out the Campaign Giving Comparison report which details the last gift date and amount after the main report results.  If you save the results out to Excel, there are a few more columns to show which campaign, fund, etc.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Kathryn Gloor
    Sent: Wednesday, October 06, 2010 12:27 PM
    To: Ryan Creps
    Subject: [Tessitura Development Forum] latest gift date and amount

     

    Hi all -

    I feel like this should be a fairly easy thing to report on/extract/output/whatever, but I'm at a loss.  I'd like to simply see the amount and date (and campaign would be nice, but isn't essential) of a constituent's most recent gift.  Searching through older posts, all I see is a bunch of SQL mumbo jumbo in response to this question... is there any way for a non-code-speaking development officer to coax this information out of Tess without IT intervention?

     

    Thanks in advance for your insight & advice!

    -Kat




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!