Hi all!
I am new to Tessitura and was hoping to get some help on these boards since we don't have a Database Manager at my organization. I am trying to put together a list of all the people who gave to our recent yearend campaign, their gift amount and include their phone numbers and address information. I will be giving the Board sections of this list so that they can call and thank our donors. I've figured out how to pull the list of all the YE donors, but how do I get the gift amount and contact information?
Thank you!
Alexis
Alexis,
There is not an ideal report for what you're looking for. I would suggest that you try out the Patron Appeal Call Sheet or the Patron Acquisition Call Sheet in the Development folder. Both will list the last 5 gifts made by the constituent and some phone numbers. Unfortunately, neither will always list all phone numbers available and both reports produce one page per constituent.Dale
Thanks, Dale! I did find that canned report, but I was hoping to not have to print all the pages! :) And I wanted to give the trustees a more streamlined handout...thanks for your response.
Hi Alexis,
We do this every year as well, and it's always an adventure. We usually use one of the reports that Dale suggested, but merge it rather than print it straight from Tessitura, so that we can make the format cleaner and smaller for the board members.
Sheila
You could also try the Full Bio report and only use the sections you want (contributions and contact information). Or you could create an Output set with the information you want. You may need to create some custom output set elements depending on your specific needs. But the end result would be a spreadsheet of YE donors with columns containing donation, contact information and whatever else you wanted.
If you are unfamiliar with output sets, there might be a bit of a learning curve but it is a powerful tool once you have the hang of it. Lots of good documentation and webinars elsewhere on the TN site.