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.
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
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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.