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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

 


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  • $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 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

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  • $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

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