Pledge Gift report with addresses

Hi Jim,

I am also interested in your quick reference sheet. I attended the session at last year’s conference where you presented about “stupid Excel tricks” and I think I have  the reference sheet in my notes, but would appreciate another copy J

Jim,

I am very interested in your quick reference sheet.  I’d love to introduce this to other staff members in my department as we often find ourselves in the situation of having to combine the results from multiple reports in Excel.

Best,

Amber

Please update your records to include my new e-mail address: AAlbert@SCFTA.org
_______________________________________________________

Amber Albert Newsome

Manager of Special Campaigns
Segerstrom Center for the Arts

600 Town Center Drive, Costa Mesa, CA 92626

T (714) 556-2122 x 4259   F (714) 755-2712
E AAlbert@SCFTA.org

P Please consider the environment before printing this email.

What Jared said, but with one more tip.

There's a function in Excel called "vlookup" that you can use to line up multiple spreadsheets based on a unique identifier (Tessitura ID#). I do this roughly 1 million times a day and I'd be happy to send you a quick reference I made. It's a handy replacement for creating custom reports when you're always asked for a report like the last one only different and you know you'll never be asked for the same one again.

Hi Joel,

If you, or someone else at your organization, is practiced in customizing reports it probably wouldn't be too much trouble to include the address information with the report output.  But, if you don't have the time or resources to make something new you can still make it work.

A cool trick that you can use on any report that includes Constituent level detail is to save the report as a List.  So, here is what you do:

1.  Run the Pledge Gift report as usual and then select "File > Save as" to save the report as a spreadsheet.

2.  With the report still on your screen in Tessitura go back to the menu again, but this time select "File > Save as List".  Enter a name for the list and then it will be added to List Manager.

3.  Now you can use the User Defined Format from a List report with the new List you just created to get the name and address information for the same constituents who are on the Pledge Gift report.  Save these address labels as a spreadsheet.

4.  You now have two spreadsheets.  One with addresses and one with contributions.  You can match them up together based on the column labeled customer_no.

Granted, it is a work around rather than a one-step-and-done process, but at least you can get what you need today with the tools you have at hand.

Good luck!

Jared

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Hi Jim,

I am also interested in your quick reference sheet. I attended the session at last year’s conference where you presented about “stupid Excel tricks” and I think I have  the reference sheet in my notes, but would appreciate another copy J

Jim,

I am very interested in your quick reference sheet.  I’d love to introduce this to other staff members in my department as we often find ourselves in the situation of having to combine the results from multiple reports in Excel.

Best,

Amber

Please update your records to include my new e-mail address: AAlbert@SCFTA.org
_______________________________________________________

Amber Albert Newsome

Manager of Special Campaigns
Segerstrom Center for the Arts

600 Town Center Drive, Costa Mesa, CA 92626

T (714) 556-2122 x 4259   F (714) 755-2712
E AAlbert@SCFTA.org

P Please consider the environment before printing this email.

What Jared said, but with one more tip.

There's a function in Excel called "vlookup" that you can use to line up multiple spreadsheets based on a unique identifier (Tessitura ID#). I do this roughly 1 million times a day and I'd be happy to send you a quick reference I made. It's a handy replacement for creating custom reports when you're always asked for a report like the last one only different and you know you'll never be asked for the same one again.

Hi Joel,

If you, or someone else at your organization, is practiced in customizing reports it probably wouldn't be too much trouble to include the address information with the report output.  But, if you don't have the time or resources to make something new you can still make it work.

A cool trick that you can use on any report that includes Constituent level detail is to save the report as a List.  So, here is what you do:

1.  Run the Pledge Gift report as usual and then select "File > Save as" to save the report as a spreadsheet.

2.  With the report still on your screen in Tessitura go back to the menu again, but this time select "File > Save as List".  Enter a name for the list and then it will be added to List Manager.

3.  Now you can use the User Defined Format from a List report with the new List you just created to get the name and address information for the same constituents who are on the Pledge Gift report.  Save these address labels as a spreadsheet.

4.  You now have two spreadsheets.  One with addresses and one with contributions.  You can match them up together based on the column labeled customer_no.

Granted, it is a work around rather than a one-step-and-done process, but at least you can get what you need today with the tools you have at hand.

Good luck!

Jared

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!

Privileged And Confidential Communication. This electronic transmission, and any documents attached hereto, (a) are protected by the Electronic Communications Privacy Act (18 USC §§ 2510-2521), (b) may contain confidential and/or legally privileged information, and (c) are for the sole use of the intended recipient named above. If you have received this electronic message in error, please notify the sender and delete the electronic message. Any disclosure, copying, distribution, or use of the contents of the information received in error is strictly prohibited.

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!