Hi, all!
It was lovely meeting so many people at TLCC in Orlando this year. What a great community!
I am still new to Tessitura and learning a lot every day. We are on V15.2.35 currently. Is there a report I can run that will isolate first-time donors within a given time period or is this best done via lists or extractions? I am interested in determining number of first-time donors and their total giving amounts.
Thanks for your help!
Hi Andrew!
So I know we have two criteria options that would work for this, though they're both custom made for us. One is Contribution Earliest Fiscal Year and the other is First Gift Date. If it's helpful, I've included screenshots of the query below.
I know we also have an output set option that allows us to pull a constituent's first gift information (date, amount, fund, etc.) so if you've got that available you could pull a complete list of everyone who has given this FY and use that in the output to delete out anyone who doesn't qualify.
Here are the queries:For First Gift Date:
For Contribution Earliest Fiscal Year
Hey, Colleen!
Thanks for sharing that with me! I have Contribution First Amount and First Date as options for Output Elements, so I see how those could work well with the criteria you mentioned! Thanks for sharing the query with me (and everyone else who sees this thread :) ) I appreciate your insight!