Report for Contribution Notes

David

You can create a custom Output Set Element that outputs the notes from Reseach and then run the list against it. If you look on tessituranetwork.com and search for Output Set Cookbook I think I have a 'recipe' in there for getting these notes out.

If it's not in the cookbook, let me know and I can send it through to you. It might not be exactly what you are after but at least it would be a start!

Cheers
Sandra

Sandra Ashby

Application Specialist & Support
Tessitura Network Inc, Asia Pacific

sashby@tessituranetwork.com

________________________________

From: Tessitura Development Forum on behalf of David Roberson
Sent: Sat 06-Nov-10 6:32 AM
To: Sandra Ashby
Subject: RE: [Tessitura Development Forum] Report for Contribution Notes



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.

From: Marie Kocher
Sent: 11/5/2010 2:03:07 PM


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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David

You can create a custom Output Set Element that outputs the notes from Reseach and then run the list against it. If you look on tessituranetwork.com and search for Output Set Cookbook I think I have a 'recipe' in there for getting these notes out.

If it's not in the cookbook, let me know and I can send it through to you. It might not be exactly what you are after but at least it would be a start!

Cheers
Sandra

Sandra Ashby

Application Specialist & Support
Tessitura Network Inc, Asia Pacific

sashby@tessituranetwork.com

________________________________

From: Tessitura Development Forum on behalf of David Roberson
Sent: Sat 06-Nov-10 6:32 AM
To: Sandra Ashby
Subject: RE: [Tessitura Development Forum] Report for Contribution Notes



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.

From: Marie Kocher
Sent: 11/5/2010 2:03:07 PM


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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If you are able to find a solution to your problem, please let me know. I believe this would be something that would be useful for us as well. Thank you!

 

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Alaina Smith

Development Coordinator

Broadway Rose Theatre Company

503-906-2376 (direct line)

503-603-9862 (general admin. line)

alaina@broadwayrose.com

www.broadwayrose.com

 

This is the same question I have - I want to pull the Notes from the CONTRIBUTION not from Research. We have been unable to figure this out in Output Set Builder, but I'm hoping there's another way!

Anyone?

Thanks,

Amy Beth Nolte

Seattle Children's Theatre

Hi Amy,

I followed Sandra's advice on building the Output element for it.  I added a Contribution Notes element.

1) in TR_QUERY_ELEMENT I added:

Description: Contribution Notes

Category: Contribution

Data Select: !.notes

Data From: (select a.*,fund_desc = b.description,camp_desc = c.description from t_contribution a JOIN vs_fund b ON a.fund_no = b.fund_no JOIN t_campaign c ON a.campaign_no = c.campaign_no)

I left Data Where blank, I did not choose a control group, and I did not check the Single Row check box.

 

2) I then created an Output Set using these elements (set yours however you would like):

Salutation_outside_line1 (for the name output)

Contribution_campaign_name

Contribution_cnt_date

Contribution_cnt_amt

Contribution Notes

3) Create your list of constituents that you want to look at and execute an output set using this new list and the output set you created.

4) The Output Set returns more information outside the dates or campaigns I'm looking for. I export the results into Excel and filter by the Campaign and or the date.

 

I think this is all the steps I used.  It has been a while since I set this up. I'm sure there are better ways of doing this.  It works for what we need.

I hope this helps.

David