Help! I am attempting to start generating acknowledgment letters through Tessitura for our elevated events. The "Print Acknowledgment Letter" report is great, but leaves off the ticket value vs. tax deductible amounts for these elevated events.
I had heard that the "Special Event Receipt" utility was the report I want to pull instead, but, despite having entered the tax info into my campaign setup for the elevated event, no number appeared under "tax deductible amount."
Has anyone else used the "Special Event Receipt" report to successfully generate acknowledgement letters with all tax information included?
Hi Tegan!
There are two Calculation Modes (in the report parameter screen) to this report and depending on where you entered the tax info determines which mode the report should be run in.
If you entered the Non Deductible amount in the header of your elevated event, use the Calculation Mode: Num Attendees/Campaign Amount (be sure that the Num Attendees field is populated in your RSVPs for this to work). This multiplies the number of attendees times the non deductible value.
If you are using Levels on the Levels tab of the event, you must use the Calculation Mode: Guests/Level (be sure you have a row within each RSVP for each guest and that each guest is tied to a level). This takes each guest and their respective level to calculate the ultimate non deductible value for a reservation.
Hope this helps!
Thanks so much, Nick and Lise!
It worked! We entered our tax info under the levels tab, so pulling it the second way went perfectly. But I think I have a few more bugs to address:
1. For one of our levels, no amount is tax deductible - it all goes towards event costs. Tessitura somehow took the two people we had at this level and flipped the tax info, so the report says the whole thing was tax deductible, despite these numbers being set up to align correctly with the other levels. Any way to fix this?
2. Date Received: Is there a way to pull the date the money was either pledged or received into this without having to create a new report?
3. Is there something like the "Reprint" dropdown in the "Print Acknowledgement" report that will give you the option to only pull all entries received since the last time you sent acknowledgements?
Thanks so much for your help!