To all those Devo Tessitura experts out there!
I'd like to run a report of my top prospects for this season without having to manually edit a huge spreadsheet. I have a list saved of my constituents in a certain giving level in various campaigns and what I want to see is the constituent, the campaign, fund, gift amount, gift date, and solicitor for their last gift. Does that report exist? I'm currently doing an Output Set Builder but it's still giving me all of their gifts and I can't get it to include solicitor.
Any ideas?
Thanks!
Nancy at First Stage
Hi Nancy,
Have you had a look at the New Contributions Report? You can select a date range and a list. From the documentation -
For each contribution selected, the New Contributions report lists the constituent id, constituent name, state, contribution date, contribution type, contribution amount, designation, campaign solicitor, contribution solicitor, membership expiration date, membership level, membership trend, new/renew/reinstate status, and acknowledgment letter. The New Contributions report is sorted by fund name and constituent name.
Duane