old "board giving report"

Hi Julie,

The old Board Giving Report is in fact Current Constituent Giving by List now.  You should still be able to achieve the results you are looking for.  In order to run the report itemized, choose “Detail” as your Mode.  “Summary” will only total all giving for each constituent.  For associated giving, you should choose options listed on the “Include from Association Type(s)” line, and for soft credits, choose options under “Include from Creditee Type(s).”  These credits will still be listed under each person italicized and in purple (I think it’s purple.)  That should give what you’re looking for.

Amber

I believe that what used to be the old Board Giving Report is now the Current Constituent Giving by List Report.  Is that correct?

If so, help!  The old report listed every gift separatly while the new one totals the giving.  The old one also included associated giving (soft credits) listed right after the board member.  The new one shows the associated organization but does not attach it to the individual.  And to top it off, my new report is clearly missing data.

Is there some trick to setting the parameters for the new report?  Or is the old one still around under a different name?

Thanks.

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Hi Julie,

The old Board Giving Report is in fact Current Constituent Giving by List now.  You should still be able to achieve the results you are looking for.  In order to run the report itemized, choose “Detail” as your Mode.  “Summary” will only total all giving for each constituent.  For associated giving, you should choose options listed on the “Include from Association Type(s)” line, and for soft credits, choose options under “Include from Creditee Type(s).”  These credits will still be listed under each person italicized and in purple (I think it’s purple.)  That should give what you’re looking for.

Amber

I believe that what used to be the old Board Giving Report is now the Current Constituent Giving by List Report.  Is that correct?

If so, help!  The old report listed every gift separatly while the new one totals the giving.  The old one also included associated giving (soft credits) listed right after the board member.  The new one shows the associated organization but does not attach it to the individual.  And to top it off, my new report is clearly missing data.

Is there some trick to setting the parameters for the new report?  Or is the old one still around under a different name?

Thanks.

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!