Donations - accumulated value in households

Hello folks,

I'm just wondering if anyone else has solved a problem I'm having trouble resolving! I should start off by mentioning we don't use memberships.

I've been tasked with putting our donors into levels of accumulated giving - households are giving me a headache (possibly of our own making). I need to "roll up" donations so that all donations made by a household and any donations made by a household member are attributed to the household for the purposes of attributing the correct level of giving. As an example:

• there are donations (totaling $20,000) where the John and Mary Jones household constituent is the Contribution owner
• there are donations (totaling $3,000) where the John Jones constituent is the Contribution owner - but John Jones is also the initiator of donations where the household is the owner
• there are donations (totaling $2,500) where Mary Jones is the owner

In the reporting, I want to see the John and Mary Jones household listed as having a total giving of $25,500 but not see John or Mary.

Has anyone else managed this? Either by a report stored procedure or by a custom List Manager criteria? Tessitura support has acknowledged that the out-of-the-box criteria cannot cope with this.

All and any responses are more than welcome!

Martin