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Last Gift

Melanye Taylor
$organization

Hello everyone,

 

I’m in the process of creating a report that includes everything except a constituent’s blood type L.  One of the components of one of the lists includes a constituent’s last gift.  Is there a way I can really get only the last gift.  This list gives me all gifts and I must sort by date, then delete all but the last gift.  In normal circumstances, this would not be a problem, but I’m creating 60 lists for 6 reports.  HELP!!!

 

MC35LV

Melanye V. Taylor

Development Operations Database Coordinator

Performing Arts Center of Los Angeles County

135 North Grand Avenue

Los Angeles, CA. 90012

213.972.3123

mtaylor@MusicCenter.org

www.MusicCenter.org

 


This email is solely for the intended addressee, and may contain privileged or confidential information. If you are not the intended recipient, please do not use or distribute this material. If you have received this communication in error, please notify me immediately, return this transmission, and delete or destroy any copies.
  • $organization

    Melanye,

    I set up  "last gift date" and "last gift amount" elements in output set builder.  Ours pull data from a local view that includes soft credits but if you don't have one of those you could still just pull from t_contribution - it just won't show soft credits.

    Its pretty easy to set up and I would be glad to share my setup, you would just have to modify it slightly.

    You would need access to the tr_query_element system table.

    Dale

  • $organization

    Thank you, Dale.  We share the database with the LA Opera and unfortunately, I do not have access to the system table.  I’m certain our Stewardship Director doesn’t want soft credits in this report.  She needs most recent gift, date, amount, fund, seat location, # of tickets purchased, and their Donorscape ratings (which also have to be pulled one at a time) in order to get a feel of who she might invite to the after performance reception.

     

    Thank you again for your timely response and willingness to assist!

     

    Melanye

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin
    Sent: Wednesday, November 30, 2011 9:37 AM
    To: Taylor, Melanye
    Subject: Re: [Tessitura Development Forum] Last Gift

     

    Melanye,

    I set up  "last gift date" and "last gift amount" elements in output set builder.  Ours pull data from a local view that includes soft credits but if you don't have one of those you could still just pull from t_contribution - it just won't show soft credits.

    Its pretty easy to set up and I would be glad to share my setup, you would just have to modify it slightly.

    You would need access to the tr_query_element system table.

    Dale

    From: Melanye Taylor <bounce-melanyetaylor9351@tessituranetwork.com>
    Sent: 11/30/2011 11:06:48 AM

    Hello everyone,

     

    I’m in the process of creating a report that includes everything except a constituent’s blood type L.  One of the components of one of the lists includes a constituent’s last gift.  Is there a way I can really get only the last gift.  This list gives me all gifts and I must sort by date, then delete all but the last gift.  In normal circumstances, this would not be a problem, but I’m creating 60 lists for 6 reports.  HELP!!!

     

    Error! Filename not specified.

    Melanye V. Taylor

    Development Operations Database Coordinator

    Performing Arts Center of Los Angeles County

    135 North Grand Avenue

    Los Angeles, CA. 90012

    213.972.3123

    mtaylor@MusicCenter.org

    www.MusicCenter.org

     


    This email is solely for the intended addressee, and may contain privileged or confidential information. If you are not the intended recipient, please do not use or distribute this material. If you have received this communication in error, please notify me immediately, return this transmission, and delete or destroy any copies.




    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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  • $organization

    The Campaign Giving Comparison report will return the Last Gift Made in the far right columns of the report display.  More data for the contribution made is available in the underlying dataset.

     

    +Ryan Creps

    +Tessitura Network

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Melanye Taylor
    Sent: Wednesday, November 30, 2011 12:47 PM
    To: Ryan Creps
    Subject: RE: [Tessitura Development Forum] Last Gift

     

    Thank you, Dale.  We share the database with the LA Opera and unfortunately, I do not have access to the system table.  I’m certain our Stewardship Director doesn’t want soft credits in this report.  She needs most recent gift, date, amount, fund, seat location, # of tickets purchased, and their Donorscape ratings (which also have to be pulled one at a time) in order to get a feel of who she might invite to the after performance reception.

     

    Thank you again for your timely response and willingness to assist!

     

    Melanye

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin
    Sent: Wednesday, November 30, 2011 9:37 AM
    To: Taylor, Melanye
    Subject: Re: [Tessitura Development Forum] Last Gift

     

    Melanye,

    I set up  "last gift date" and "last gift amount" elements in output set builder.  Ours pull data from a local view that includes soft credits but if you don't have one of those you could still just pull from t_contribution - it just won't show soft credits.

    Its pretty easy to set up and I would be glad to share my setup, you would just have to modify it slightly.

    You would need access to the tr_query_element system table.

    Dale

    From: Melanye Taylor <bounce-melanyetaylor9351@tessituranetwork.com>
    Sent: 11/30/2011 11:06:48 AM

    Hello everyone,

     

    I’m in the process of creating a report that includes everything except a constituent’s blood type L.  One of the components of one of the lists includes a constituent’s last gift.  Is there a way I can really get only the last gift.  This list gives me all gifts and I must sort by date, then delete all but the last gift.  In normal circumstances, this would not be a problem, but I’m creating 60 lists for 6 reports.  HELP!!!

     

    Error! Filename not specified.

    Melanye V. Taylor

    Development Operations Database Coordinator

    Performing Arts Center of Los Angeles County

    135 North Grand Avenue

    Los Angeles, CA. 90012

    213.972.3123

    mtaylor@MusicCenter.org

    www.MusicCenter.org

     


    This email is solely for the intended addressee, and may contain privileged or confidential information. If you are not the intended recipient, please do not use or distribute this material. If you have received this communication in error, please notify me immediately, return this transmission, and delete or destroy any copies.




    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!


    This email is solely for the intended addressee, and may contain privileged or confidential information. If you are not the intended recipient, please do not use or distribute this material. If you have received this communication in error, please notify me immediately, return this transmission, and delete or destroy any copies.




    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!

  • $organization

    Thank you, Ryan.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Ryan Creps
    Sent: Wednesday, November 30, 2011 11:37 AM
    To: Taylor, Melanye
    Subject: RE: [Tessitura Development Forum] Last Gift

     

    The Campaign Giving Comparison report will return the Last Gift Made in the far right columns of the report display.  More data for the contribution made is available in the underlying dataset.

     

    +Ryan Creps

    +Tessitura Network

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Melanye Taylor
    Sent: Wednesday, November 30, 2011 12:47 PM
    To: Ryan Creps
    Subject: RE: [Tessitura Development Forum] Last Gift

     

    Thank you, Dale.  We share the database with the LA Opera and unfortunately, I do not have access to the system table.  I’m certain our Stewardship Director doesn’t want soft credits in this report.  She needs most recent gift, date, amount, fund, seat location, # of tickets purchased, and their Donorscape ratings (which also have to be pulled one at a time) in order to get a feel of who she might invite to the after performance reception.

     

    Thank you again for your timely response and willingness to assist!

     

    Melanye

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin
    Sent: Wednesday, November 30, 2011 9:37 AM
    To: Taylor, Melanye
    Subject: Re: [Tessitura Development Forum] Last Gift

     

    Melanye,

    I set up  "last gift date" and "last gift amount" elements in output set builder.  Ours pull data from a local view that includes soft credits but if you don't have one of those you could still just pull from t_contribution - it just won't show soft credits.

    Its pretty easy to set up and I would be glad to share my setup, you would just have to modify it slightly.

    You would need access to the tr_query_element system table.

    Dale

    From: Melanye Taylor <bounce-melanyetaylor9351@tessituranetwork.com>
    Sent: 11/30/2011 11:06:48 AM

    Hello everyone,

     

    I’m in the process of creating a report that includes everything except a constituent’s blood type L.  One of the components of one of the lists includes a constituent’s last gift.  Is there a way I can really get only the last gift.  This list gives me all gifts and I must sort by date, then delete all but the last gift.  In normal circumstances, this would not be a problem, but I’m creating 60 lists for 6 reports.  HELP!!!

     

    Error! Filename not specified.

    Melanye V. Taylor

    Development Operations Database Coordinator

    Performing Arts Center of Los Angeles County

    135 North Grand Avenue

    Los Angeles, CA. 90012

    213.972.3123

    mtaylor@MusicCenter.org

    www.MusicCenter.org

     


    This email is solely for the intended addressee, and may contain privileged or confidential information. If you are not the intended recipient, please do not use or distribute this material. If you have received this communication in error, please notify me immediately, return this transmission, and delete or destroy any copies.




    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!


    This email is solely for the intended addressee, and may contain privileged or confidential information. If you are not the intended recipient, please do not use or distribute this material. If you have received this communication in error, please notify me immediately, return this transmission, and delete or destroy any copies.




    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!




    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!


    This email is solely for the intended addressee, and may contain privileged or confidential information. If you are not the intended recipient, please do not use or distribute this material. If you have received this communication in error, please notify me immediately, return this transmission, and delete or destroy any copies.
  • $organization in reply to Dale Aucoin

    Dale - we are looking for the same thing.  If possible would you be available to share this with us?

     

    Thank you,

     

    Tracy Dunn

    The Granada Theatre

    tdunn@granadatheatre.org

  • $organization in reply to Tracy Dunn

    Tracy,

    I recommend looking at the Output Set Builder Cookbook:

    http://www.tessituranetwork.com/~/media/Documentation/Extractions%20and%20Lists/Output_Set_Builder_Cookbook.ashx

    There are some great "recipes" in there for first/last gift output sets.  I recently just set up a new one that includes the amount, campaign, and date in one field.  I based it on the recipe in the cookbook with a few minor modifications.

    I do recommend some testing after you're done.  I discovered that creating a view for First Gift based on ref_no didn't work for us because of some unusual conversion issues so I created one based on cont_dt.


    Dale

  • $organization in reply to Dale Aucoin
    Hi Dale, I know I'm bringing up an old thread, but hoping you might still be able to help. I have an Output Set that includes "Contribution Last Cont Date" and "Contribution Recd @ Last Cont." Are these different than the ones you have listed? These do not seem to be including soft credits, which would be incredibly helpful. Thank you, Rosemary rosemarymiller@theparamount.net
  • $organization in reply to Rosemary Miller

    Rosemary,

    This was many years ago and I don't really have anything additional to add.  From what I remember, I created a local view that pulled all Contributions but in the case of Contributions that were credited, I assigned the Creditee Number to them instead of the customer_no.  It's pretty simple to do if someone at your organization has SQL experience.  

    From there I used that view, rather than T_CONTRIBUTION, as the basis for the Output Set Elements.

    I'm sure there's someone out there that would be happy to help you write that, or has written it already.   You might even want to post this question on the Technical forum.

    Also if this was a customization you wanted to put into place, the Tessitura Services/Consulting Team could make it happen, of course there would be a fee associated with that, but it's not a complicated customization. 

    Dale 

  • $organization

    Rosemary - have you looked at the Output Set Cookbook?

    http://www.tessituranetwork.com/network/Learning/Webinars%20Archive/Ticketing/Intro%20to%20Output%20Set%20Builder%20for%20v11%20T-Cast.aspx

     

    I think what you are looking for might be in there – or at least something that you can use as a starting point. Remember to try these out in Test before you use them in Live!

     

    Cheers

    Sandra

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rosemary Miller
    Sent: Wednesday, July 6, 2016 6:27 AM
    To: Sandra Ashby <sashby@tessituranetwork.com>
    Subject: Re: [Tessitura Development Forum] Last Gift

     

    Hi Dale, I know I'm bringing up an old thread, but hoping you might still be able to help. I have an Output Set that includes "Contribution Last Cont Date" and "Contribution Recd @ Last Cont." Are these different than the ones you have listed? These do not seem to be including soft credits, which would be incredibly helpful. Thank you, Rosemary rosemarymiller@theparamount.net

    From: Dale Aucoin <bounce-daleaucoin4707@tessituranetwork.com>
    Sent: 11/30/2011 11:35:40 AM

    Melanye,

    I set up  "last gift date" and "last gift amount" elements in output set builder.  Ours pull data from a local view that includes soft credits but if you don't have one of those you could still just pull from t_contribution - it just won't show soft credits.

    Its pretty easy to set up and I would be glad to share my setup, you would just have to modify it slightly.

    You would need access to the tr_query_element system table.

    Dale




    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!