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
I use a report called “New Contributions Report.” I have it scheduled to email to myself and others in my department each week. One thing to note is that the word “NEW” has a very specific definition. This report will show new gifts and pledges. This report will not show payments on pledges, as they are not considered New gifts according to Tessitura Rules. At this time, I am not aware of a way to ask the report to only give you contributions of a certain amount or above though.
I hope this is a helpful option.
Thanks,
Marie
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Marie Kocher | Development Assistant
Kansas City Ballet
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From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dominique Trotter Sent: Wednesday, May 08, 2013 4:44 AM To: Marie Kocher Subject: [Tessitura Development Forum] Automatic Fund Activity Report with Donation Parameters
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I've used both the Fund Activity Report and the New Contributions Report for similar needs, and the dynamic list approach Terry describes should work with either.
One thing to be careful about is the difference between the transaction date and the contribution date. Say you had a gift come in last Friday night, and your data entry person entered it on Monday using last Friday as the date. If you run a report at the end of this week to find everything with a contribution date during this week, you would miss that gift since the contribution was back-dated to last week. If your goal is to document everything new that was entered within a certain time frame regardless of the contribution date used, you would want to run your report and build your dynamic list based on the transaction date rather than the contribution date. Or at least, that's my understanding--can somebody else verify?
Matthew - very good points about transaction and contribution date as they can certainly be different and mess a person up.
And for those that are following: The contribution date (which is editable) is found under the Contribution tab next to the Ref No. The transaction date (which is the actual date the transaction was processed and is not editable) is found when you double click a contribution record under the Transactions tab.
Now that I'm thinking about it, I'm actually not sure whether you can pull a list based on transaction date using the existing list criteria. I ended up having to manually edit the query, if I recall correctly.
Thank you all - and very useful re contribution vs transaction date.
For my purposes I will use transaction date on the report as I want to catch everything; even though we don't usually back date contribution dates I don't want to risk missing anything.
I have created a list specifying:
I have pulled that list into a fund activity report:
Looks like it's returning the correct results.
Dom