Report for Contribution Notes

Former Member
Former Member $organization

Our Development department is wanting to produce a list of constituents and their contributions, with notes, for a certain fund by list.  I have not found anything in the regular reports that can provide this for them.  Is anyone using a report that can provide constituents and their contributions, with notes, for a fund by list?  If so, would you mind sharing?   Any help or guidance would be appreciated.

 

Parents
  • If you have already built your list and know that it has the records you were expecting, an Output Set would work. You can choose the elements you need and then run your list against it. Another option would be to maybe run a full bio report. You can choose “contributions” and “notes” on that report, and run your list with it. Those are my two suggestions.

     

    Marie Kocher

    Development Assistant

    Kansas City Ballet

    1616 Broadway

    Kansas City, MO  64108

    (816) 931-2232 x 1310

    www.kcballet.org


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of David Roberson
    Sent: Friday, November 05, 2010 1:56 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Report for Contribution Notes

     

    Our Development department is wanting to produce a list of constituents and their contributions, with notes, for a certain fund by list.  I have not found anything in the regular reports that can provide this for them.  Is anyone using a report that can provide constituents and their contributions, with notes, for a fund by list?  If so, would you mind sharing?   Any help or guidance would be appreciated.

     




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  • Former Member
    Former Member $organization in reply to Marie Kocher

    Thank you for your suggestions.  I tried both that you mentioned; however, neither was able to provide notes from the actual contribution entry.  The notes for the Full Bio seem to only be research notes and not contribution notes, and I could not find a contribution notes criterion for the output builder.  I appreciate the feedback.

Reply
  • Former Member
    Former Member $organization in reply to Marie Kocher

    Thank you for your suggestions.  I tried both that you mentioned; however, neither was able to provide notes from the actual contribution entry.  The notes for the Full Bio seem to only be research notes and not contribution notes, and I could not find a contribution notes criterion for the output builder.  I appreciate the feedback.

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