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
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
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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 Wallin
Accounting Manager
Direct Line: (204) 957-3473
380 Graham Ave.
Winnipeg, MB R3C 4K2
www.rwb.org
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
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
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.
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