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

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

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

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

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

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