Extracting Creditee

Has anyone successfully created an output that allows you to extract the credit type and creditee. My current stumbling block pertains to executing an output which reflects: A) donor name, B) Credit types of "In Memory of/In Honor of", C) Creditee Name. Unfortunately the Output Set does not have "Creditee" as an output option. 

Right now in order to prepare my publications, I have to run a report of Tributes, and go to the credit tab for each donation to manually add the information to my spreadsheet.

If you have built a custom report or added custom output fields, and are willing to share that information, please do. Right now in order to prepare my publications, I have to run a report of Tributes, and go to the credit tab for each donation to manually add the information to my spreadsheet. 

Thanks, 

Caught-up-in-Creditees!

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Have you tried the Fund Activity Report?  When downloaded to a CSV or XLS file, you get the Creditee ID, Creditee Name, and Creditee Type.  I think those are standard with the report, but our IT dept has also added several other fields for us in the download:  Appeal, Source, Sort Name, Gift Notes, etc...  It is my go to report for just about everything and has been incredibly useful!

Mark

Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

Hello Caught-up-in-Creditees!

Your predicament is the same as mine. I wish I could be of help, but instead I'm wondering if you could share the kind of report you run to generate Tributes? I think I'm doing something similar, but am very new to Tessitura, and don't trust that I'm getting accurate results.

Many thanks!

Cathy

Has anyone successfully created an output that allows you to extract the credit type and creditee. My current stumbling block pertains to executing an output which reflects: A) donor name, B) Credit types of "In Memory of/In Honor of", C) Creditee Name. Unfortunately the Output Set does not have "Creditee" as an output option. 

Right now in order to prepare my publications, I have to run a report of Tributes, and go to the credit tab for each donation to manually add the information to my spreadsheet.

If you have built a custom report or added custom output fields, and are willing to share that information, please do. Right now in order to prepare my publications, I have to run a report of Tributes, and go to the credit tab for each donation to manually add the information to my spreadsheet. 

Thanks, 

Caught-up-in-Creditees!

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Mark,  Would your IT dept share the steps for others of us that would like to add those field to the Fund Activity Report?  We don’t have IT here so if they are willing to share a step by step approach, we would be most appreciative!

Have you tried the Fund Activity Report?  When downloaded to a CSV or XLS file, you get the Creditee ID, Creditee Name, and Creditee Type.  I think those are standard with the report, but our IT dept has also added several other fields for us in the download:  Appeal, Source, Sort Name, Gift Notes, etc...  It is my go to report for just about everything and has been incredibly useful!

Mark

Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

Hello Caught-up-in-Creditees!

Your predicament is the same as mine. I wish I could be of help, but instead I'm wondering if you could share the kind of report you run to generate Tributes? I think I'm doing something similar, but am very new to Tessitura, and don't trust that I'm getting accurate results.

Many thanks!

Cathy

Has anyone successfully created an output that allows you to extract the credit type and creditee. My current stumbling block pertains to executing an output which reflects: A) donor name, B) Credit types of "In Memory of/In Honor of", C) Creditee Name. Unfortunately the Output Set does not have "Creditee" as an output option. 

Right now in order to prepare my publications, I have to run a report of Tributes, and go to the credit tab for each donation to manually add the information to my spreadsheet.

If you have built a custom report or added custom output fields, and are willing to share that information, please do. Right now in order to prepare my publications, I have to run a report of Tributes, and go to the credit tab for each donation to manually add the information to my spreadsheet. 

Thanks, 

Caught-up-in-Creditees!

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Hey Laura,

I will ask!

Cheers,
Mark

Mark,  Would your IT dept share the steps for others of us that would like to add those field to the Fund Activity Report?  We don’t have IT here so if they are willing to share a step by step approach, we would be most appreciative!

Have you tried the Fund Activity Report?  When downloaded to a CSV or XLS file, you get the Creditee ID, Creditee Name, and Creditee Type.  I think those are standard with the report, but our IT dept has also added several other fields for us in the download:  Appeal, Source, Sort Name, Gift Notes, etc...  It is my go to report for just about everything and has been incredibly useful!

Mark

Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

Hello Caught-up-in-Creditees!

Your predicament is the same as mine. I wish I could be of help, but instead I'm wondering if you could share the kind of report you run to generate Tributes? I think I'm doing something similar, but am very new to Tessitura, and don't trust that I'm getting accurate results.

Many thanks!

Cathy

Has anyone successfully created an output that allows you to extract the credit type and creditee. My current stumbling block pertains to executing an output which reflects: A) donor name, B) Credit types of "In Memory of/In Honor of", C) Creditee Name. Unfortunately the Output Set does not have "Creditee" as an output option. 

Right now in order to prepare my publications, I have to run a report of Tributes, and go to the credit tab for each donation to manually add the information to my spreadsheet.

If you have built a custom report or added custom output fields, and are willing to share that information, please do. Right now in order to prepare my publications, I have to run a report of Tributes, and go to the credit tab for each donation to manually add the information to my spreadsheet. 

Thanks, 

Caught-up-in-Creditees!

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!

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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!

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