Automatic Fund Activity Report with Donation Parameters

Use the Fund Activity Report and in Show Constituents mode and filter by a list that contains the people that meet your criteria is how I’d do it.

Make the list dynamic and use dynamic dates as well so that each time the report is run the list is regenerated and then it can be scheduled and emailed.

Cheers

Sandra

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dominique Trotter
Sent: Wednesday, 8 May 2013 7:48 PM
To: Sandra Ashby
Subject: [Tessitura Development Forum] Automatic Fund Activity Report with Donation Parameters

Hi,

I am trying to create an automatic report that circulates a list of anyone who has made a donation of £1,000+ in the preceding week. The fund activity reports I have available to me don't seem to allow me to get donation amount parameters. Has anyone got any ideas on how to do this?

Thanks

Dominique

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Use the Fund Activity Report and in Show Constituents mode and filter by a list that contains the people that meet your criteria is how I’d do it.

Make the list dynamic and use dynamic dates as well so that each time the report is run the list is regenerated and then it can be scheduled and emailed.

Cheers

Sandra

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dominique Trotter
Sent: Wednesday, 8 May 2013 7:48 PM
To: Sandra Ashby
Subject: [Tessitura Development Forum] Automatic Fund Activity Report with Donation Parameters

Hi,

I am trying to create an automatic report that circulates a list of anyone who has made a donation of £1,000+ in the preceding week. The fund activity reports I have available to me don't seem to allow me to get donation amount parameters. Has anyone got any ideas on how to do this?

Thanks

Dominique

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!