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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
    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 

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  • $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 

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