Hello,
Does anyone know if there is a report that you can run, based on a list, that gives details about a contribution / transaction. I need to pull a report that details the day a payment was entered into Tess, the type of payment it was (cash/check/wire as well as gift/pledge), the amount, and all constituent information.
Any help is appreciated!!
Thank you.
I’m pretty sure it’s a standard report. The actual name is Transactions by Posting.
From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Frances O'Connell Sent: Wednesday, July 06, 2011 2:06 PM To: Jon-Paul Eddings Subject: RE: [Tessitura Finance Forum] Payment Detail Report
Thanks JP. But--are you sure that this is not a custom report to your organization? I don't have this as an option in my menu of Reports and Utilities. Maybe I'm being a bit blind... Is there another name? Or, what folder does it fall under?
From: J.P. Eddings <bounce-jpeddings4266@tessituranetwork.com> Sent: 7/6/2011 1:40:16 PM
Posting by Transaction Report. Save as an excel file and then sort by name. The constituents transactions will all be clumped together and you can walk through the transaction line by line.
From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Frances O'Connell Sent: Wednesday, July 06, 2011 1:33 PM To: Jon-Paul Eddings Subject: [Tessitura Finance Forum] Payment Detail Report
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found it! thank you.