I feel really dumb right now, but I cannot figure this out. It may be because it's Friday at 4:55 before a 4 day weekend, but not sure.
I am pulling a list of people who gave to several different campaigns, over a certain amount--not a problem. I want to see the total giving for those campaigns only--didn't think was a problem, except...
I can't figure out how to get the total giving for the HH if some gifts are under the individual. We actually make every record a HH and try to move all gifts to the HH, but not all are that way (still doing a lot of clean-up.) So for example: I have John Smith as part of Smith HH - John gave a gift for $50, the Smith HH gave a gift of $150. When I run for the Smith HH (which is how they need to be pulled and listed) it only shows $150, but when I pull for John (which was just for a test) it shows $200. How do I get the HH to show $200? I've tried every combination of criteria, output, output filters I can think of. HELP?! What am I missing?
Thank you,
Jennifer
Hi Jennifer,
There isn't currently a standard output element available that will give you total household giving. In output sets, when you check the Include Household box, it will add the household's data to affiliated individuals data for individuals that are on the list, but it doesn't add individual's data to affiliated households that are on the list. The closest solution I can think of for you right now is to output the individuals but add the household name to the individual's output data. You can do this by adding a new output element for the household name according to this recipe: https://www.tessituranetwork.com/Help_System/Tessitura.htm#Recipe%20Books/Output%20Sets/Household%20Group%20Name.htm
I'm going to suggest to our product team an enhancement to add aTotal Household Giving output element that would be the output equivalent of the standard Total Household Giving criteria that already exists (and which does what you are looking for on the criteria/list building side of things). You might be able to create a custom output element to do that yourself, but it's a little outside my expertise so I don't have any specific tips to give you on how to do it (other than that it would probably require creating a view to do the aggregating to which you would then point your output element).
-Kevin
Kevin,
Thank you for very much for the reply. This is so backwards to me, that the individual can include the HH, but the HH can't include the individual?! Because not only is that not helpful at all in capturing totals for a HH, which is how most places look at donors, but it gives an innaccurate total for the individual, showing more money than has actually been given to that person OR the HH. I can't see how your suggested solution could work for what we need, but appreicate the idea.
If YOU aren't able to think through a custom output element, I surely will not be able to :) Do you know of any way to identify and globally move all transactions to the HH from individual? Any utility that does this based on a list?
Thanks again and VERY much appreciate your help in making this "enhancement" possible, though I don't see it as an enhancement as much as a basic requirement.
Regards,Jen