A new item has been posted to the Shared Reports workspace in TASK.
Solution #375 is the Year-End Letters Report. This SSRS report has been provided courtesy of Tulsa Arts Management Consortium and returns information for the Annual Giving Summary for an organization, summarizing all gifts by patron record for a given calendar year including pledge payments. It was developed in a consortium environment where each organization using the report had special work done to ensure that only their control-grouped data was pulled.
While the Network does not endorse the accuracy of the report, you are encouraged to test it and determine if it will work well at your site.
Sample output attached:
AnnualGivingSummaryTBT.pdf
Hi Brian,
We have just looked up the solution number and the report is not attached to the solution. Would you mind checking?
thanks
Paula
Paula,
That's my bad; when I submitted the report to Bryan Evans with Tessitura, I neglected to remove some organization-specific data from the SSRS file. It should go back up later today.
Sorry!
Brian
No worries Brian,
Thank you!
Hi Brian! I'm new to Tessitura and would love to see the report you created for year-end tax receipts. How do I even access the shared reports folder? That sounds amazing!