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!!!
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
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