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Constituent Records

Debbie Wallin
$organization

Hello All

I am so hoping that someone can help me.  I am wondering if there is a report that will show all transactions on a Constituent Record.  So something will show all all purchases (with the Form of Payment) for multiple years also.

So if we had a customer purchase ballet tickets, took some of our education classes, in both of our Professional Division and Rec Division.

That would be so helpful, thank you

Debbie

  • $organization

    Debbie

     

    There is a report in the Finance folder ‘Transactions by Posting’ that might be helpful.

     

    Sabina

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Debbie Wallin
    Sent: Thursday, November 01, 2012 10:37 AM
    To: Sabina Spilkin
    Subject: [Tessitura Next Generation Forum] Constituent Records

     

    Hello All

    I am so hoping that someone can help me.  I am wondering if there is a report that will show all transactions on a Constituent Record.  So something will show all all purchases (with the Form of Payment) for multiple years also.

    So if we had a customer purchase ballet tickets, took some of our education classes, in both of our Professional Division and Rec Division.

    That would be so helpful, thank you

    Debbie




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  • $organization

    Hi Sabina

     

    Not a bad thought, but it listed all the transactions for a day or date range.

    I need it to be for a customer record only and could be over a few years.

     

    Thanks for the suggestion, much appreciated!

    Debbie

     

     

     

    Debbie Wallin

    Accounting Manager

    Direct Line:  (204) 957-3473

     

    Description: http://www.rwb.org/Portals/0/newsletterpics/therwblogo.jpg

    380 Graham Ave.

    Winnipeg, MB   R3C 4K2

    www.rwb.org

     

    Description: donate

     

    From: Sabina Spilkin [mailto:bounce-sabinaspilkin7252@tessituranetwork.com]
    Sent: November-01-12 1:39 PM
    To: Debbie Wallin
    Subject: RE: [Tessitura Next Generation Forum] Constituent Records

     

    Debbie

     

    There is a report in the Finance folder ‘Transactions by Posting’ that might be helpful.

     

    Sabina

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Debbie Wallin
    Sent: Thursday, November 01, 2012 10:37 AM
    To: Sabina Spilkin
    Subject: [Tessitura Next Generation Forum] Constituent Records

     

    Hello All

    I am so hoping that someone can help me.  I am wondering if there is a report that will show all transactions on a Constituent Record.  So something will show all purchases (with the Form of Payment) for multiple years also.

    So if we had a customer purchase ballet tickets, took some of our education classes, in both of our Professional Division and Rec Division.

    That would be so helpful, thank you

    Debbie




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!




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  • $organization

    You create a list with that one constituent & run the Trans by posting on the appropriate date range using the list.  Still not an entirely elegant solution, but should give you the info.

     

    Sadie M. Treese

    Pittsburgh Cultural Trust

    (412)456-1058

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Debbie Wallin
    Sent: Thursday, November 01, 2012 4:05 PM
    To: Treese, Sadie
    Subject: RE: [Tessitura Next Generation Forum] Constituent Records

     

    Hi Sabina

     

    Not a bad thought, but it listed all the transactions for a day or date range.

    I need it to be for a customer record only and could be over a few years.

     

    Thanks for the suggestion, much appreciated!

    Debbie

     

     

     

    Debbie Wallin

    Accounting Manager

    Direct Line:  (204) 957-3473

     

    Description: http://www.rwb.org/Portals/0/newsletterpics/therwblogo.jpg

    380 Graham Ave.

    Winnipeg, MB   R3C 4K2

    www.rwb.org

     

    Description: donate

     

    From: Sabina Spilkin [mailto:bounce-sabinaspilkin7252@tessituranetwork.com]
    Sent: November-01-12 1:39 PM
    To: Debbie Wallin
    Subject: RE: [Tessitura Next Generation Forum] Constituent Records

     

    Debbie

     

    There is a report in the Finance folder ‘Transactions by Posting’ that might be helpful.

     

    Sabina

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Debbie Wallin
    Sent: Thursday, November 01, 2012 10:37 AM
    To: Sabina Spilkin
    Subject: [Tessitura Next Generation Forum] Constituent Records

     

    Hello All

    I am so hoping that someone can help me.  I am wondering if there is a report that will show all transactions on a Constituent Record.  So something will show all purchases (with the Form of Payment) for multiple years also.

    So if we had a customer purchase ballet tickets, took some of our education classes, in both of our Professional Division and Rec Division.

    That would be so helpful, thank you

    Debbie




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!




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  • $organization

    You can build a list containing the customer in question and run the Transactions by Posting against all your Tessitura Transactions.

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Debbie Wallin
    Sent: Thursday, November 01, 2012 4:17 PM
    To: Lee Schlosser
    Subject: RE: [Tessitura Next Generation Forum] Constituent Records

     

    Hi Sabina

     

    Not a bad thought, but it listed all the transactions for a day or date range.

    I need it to be for a customer record only and could be over a few years.

     

    Thanks for the suggestion, much appreciated!

    Debbie

     

     

     

    Debbie Wallin

    Accounting Manager

    Direct Line:  (204) 957-3473

     

    Description: http://www.rwb.org/Portals/0/newsletterpics/therwblogo.jpg

    380 Graham Ave.

    Winnipeg, MB   R3C 4K2

    www.rwb.org

     

    Description: donate

     

    From: Sabina Spilkin [mailto:bounce-sabinaspilkin7252@tessituranetwork.com]
    Sent: November-01-12 1:39 PM
    To: Debbie Wallin
    Subject: RE: [Tessitura Next Generation Forum] Constituent Records

     

    Debbie

     

    There is a report in the Finance folder ‘Transactions by Posting’ that might be helpful.

     

    Sabina

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Debbie Wallin
    Sent: Thursday, November 01, 2012 10:37 AM
    To: Sabina Spilkin
    Subject: [Tessitura Next Generation Forum] Constituent Records

     

    Hello All

    I am so hoping that someone can help me.  I am wondering if there is a report that will show all transactions on a Constituent Record.  So something will show all purchases (with the Form of Payment) for multiple years also.

    So if we had a customer purchase ballet tickets, took some of our education classes, in both of our Professional Division and Rec Division.

    That would be so helpful, thank you

    Debbie




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!




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  • $organization

    Debbie,

    You can run this report on a list.  So you can create a list with only the customer(s) you want to limit the output of the report.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Debbie Wallin
    Sent: Thursday, November 01, 2012 4:17 PM
    To: TC Brown
    Subject: RE: [Tessitura Next Generation Forum] Constituent Records

     

    Hi Sabina

     

    Not a bad thought, but it listed all the transactions for a day or date range.

    I need it to be for a customer record only and could be over a few years.

     

    Thanks for the suggestion, much appreciated!

    Debbie

     

     

     

    Debbie Wallin

    Accounting Manager

    Direct Line:  (204) 957-3473

     

    Description: http://www.rwb.org/Portals/0/newsletterpics/therwblogo.jpg

    380 Graham Ave.

    Winnipeg, MB   R3C 4K2

    www.rwb.org

     

    Description: donate

     

    From: Sabina Spilkin [mailto:bounce-sabinaspilkin7252@tessituranetwork.com]
    Sent: November-01-12 1:39 PM
    To: Debbie Wallin
    Subject: RE: [Tessitura Next Generation Forum] Constituent Records

     

    Debbie

     

    There is a report in the Finance folder ‘Transactions by Posting’ that might be helpful.

     

    Sabina

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Debbie Wallin
    Sent: Thursday, November 01, 2012 10:37 AM
    To: Sabina Spilkin
    Subject: [Tessitura Next Generation Forum] Constituent Records

     

    Hello All

    I am so hoping that someone can help me.  I am wondering if there is a report that will show all transactions on a Constituent Record.  So something will show all purchases (with the Form of Payment) for multiple years also.

    So if we had a customer purchase ballet tickets, took some of our education classes, in both of our Professional Division and Rec Division.

    That would be so helpful, thank you

    Debbie




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!




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  • $organization

    Transactions by Posting Report can be run against a list (say, of your one constituent record) with an open date range.  Should get you all financial transactions for that patron.

     

     

    Sharon Grayton | Director of Data Standards

    Cincinnati Symphony and Pops Orchestra

    Music Hall | 1241 Elm St. | Cincinnati OH 45202

    513.744.3332 ph | 513.744.3535 fax

    www.cincinnatisymphony.org

     

    Connect with the CSO and Pops

    Join Email list | Facebook | Twitter | YouTube

     

     

     

    From: Debbie Wallin [mailto:bounce-debbiewallin5342@tessituranetwork.com]
    Sent: Thursday, November 01, 2012 4:17 PM
    To: Sharon Grayton
    Subject: RE: [Tessitura Next Generation Forum] Constituent Records

     

    Hi Sabina

     

    Not a bad thought, but it listed all the transactions for a day or date range.

    I need it to be for a customer record only and could be over a few years.

     

    Thanks for the suggestion, much appreciated!

    Debbie

     

     

     

    Debbie Wallin

    Accounting Manager

    Direct Line:  (204) 957-3473

     

    Description: http://www.rwb.org/Portals/0/newsletterpics/therwblogo.jpg

    380 Graham Ave.

    Winnipeg, MB   R3C 4K2

    www.rwb.org

     

    Description: donate

     

    From: Sabina Spilkin [mailto:bounce-sabinaspilkin7252@tessituranetwork.com]
    Sent: November-01-12 1:39 PM
    To: Debbie Wallin
    Subject: RE: [Tessitura Next Generation Forum] Constituent Records

     

    Debbie

     

    There is a report in the Finance folder ‘Transactions by Posting’ that might be helpful.

     

    Sabina

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Debbie Wallin
    Sent: Thursday, November 01, 2012 10:37 AM
    To: Sabina Spilkin
    Subject: [Tessitura Next Generation Forum] Constituent Records

     

    Hello All

    I am so hoping that someone can help me.  I am wondering if there is a report that will show all transactions on a Constituent Record.  So something will show all purchases (with the Form of Payment) for multiple years also.

    So if we had a customer purchase ballet tickets, took some of our education classes, in both of our Professional Division and Rec Division.

    That would be so helpful, thank you

    Debbie




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!

  • $organization

    Debbie, it has a list parameter , add one customer to a list and do not enter a date range.

     

    Sabina

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Debbie Wallin
    Sent: Thursday, November 01, 2012 1:16 PM
    To: Sabina Spilkin
    Subject: RE: [Tessitura Next Generation Forum] Constituent Records

     

    Hi Sabina

     

    Not a bad thought, but it listed all the transactions for a day or date range.

    I need it to be for a customer record only and could be over a few years.

     

    Thanks for the suggestion, much appreciated!

    Debbie

     

     

     

    Debbie Wallin

    Accounting Manager

    Direct Line:  (204) 957-3473

     

    Description: http://www.rwb.org/Portals/0/newsletterpics/therwblogo.jpg

    380 Graham Ave.

    Winnipeg, MB   R3C 4K2

    www.rwb.org

     

    Description: donate

     

    From: Sabina Spilkin [mailto:bounce-sabinaspilkin7252@tessituranetwork.com]
    Sent: November-01-12 1:39 PM
    To: Debbie Wallin
    Subject: RE: [Tessitura Next Generation Forum] Constituent Records

     

    Debbie

     

    There is a report in the Finance folder ‘Transactions by Posting’ that might be helpful.

     

    Sabina

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Debbie Wallin
    Sent: Thursday, November 01, 2012 10:37 AM
    To: Sabina Spilkin
    Subject: [Tessitura Next Generation Forum] Constituent Records

     

    Hello All

    I am so hoping that someone can help me.  I am wondering if there is a report that will show all transactions on a Constituent Record.  So something will show all purchases (with the Form of Payment) for multiple years also.

    So if we had a customer purchase ballet tickets, took some of our education classes, in both of our Professional Division and Rec Division.

    That would be so helpful, thank you

    Debbie




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!