Gift Export Exporting Too Many Gifts

Andrew Peterson

Hello,

I am trying to export all of the gifts given this fiscal year to use in a custom Crystal Report. When I produce my gift query, I get 1,032 gifts which I know is right because other canned reports give me the same number. So far so good. Then I got to Export to create a gift export. I include my query and then when the export runs it says that it exported 1,070 rows. The first thing I checked was the soft credit/matching gift settings on the Query and they are correct. Where are these extra 40 rows coming from?

Thank you,

 

Denise Covington

Andrew Peterson:

Hello,

I am trying to export all of the gifts given this fiscal year to use in a custom Crystal Report. When I produce my gift query, I get 1,032 gifts which I know is right because other canned reports give me the same number. So far so good. Then I got to Export to create a gift export. I include my query and then when the export runs it says that it exported 1,070 rows. The first thing I checked was the soft credit/matching gift settings on the Query and they are correct. Where are these extra 40 rows coming from?

Thank you,

 

Are you exporting out recurring gifts (which are really just templates - not gifts) or write-offs?

 

JoAnn Strommen

Denise Covington:

Are you exporting out recurring gifts (which are really just templates - not gifts) or write-offs?

 

Same questions as Denise. Did you pick up some $0 gifts/pledges? 

And did you set all the same criteria for your export as you had in query?  Query just tells export what constituent records to export, the other output, filters etc do not carry over. 

Andrew Peterson

JoAnn Strommen:

Same questions as Denise. Did you pick up some $0 gifts/pledges? 

And did you set all the same criteria for your export as you had in query?  Query just tells export what constituent records to export, the other output, filters etc do not carry over. 

Thank you for the responses, but I figured out what was going on. I noticed that the first time I ran the query, my gift processing settings were set to "soft credit recipient" and not "donor". I originally thought just fixing that, and rerunning the query would fix it (it didn't), hence my original question. Just for hoots and hollers I went in and created a brand new query and made sure the soft credit settings were correct from the very beginning (to donor). I then went back to my export and selected the new query and sure enough I got the correct number of gifts.

It looks like, what was happening is that the first time I ran the original query it had the soft credit recipients included. Even though I corrected the setting, it never updated in the export. Whats even more strange is that it was a dynamic query.

To answer both JoAnn and Denise's questions, I had no recurring gifts, just pledges, payments and stock and cash. JoAnn, there was no additional criteria needed. Since it was a gift query and a gift export, the query had all the criteria and the export is mainly my output to Crystal Reports.

JoAnn Strommen

Andrew Peterson:

Thank you for the responses, but I figured out what was going on. I noticed that the first time I ran the query, my gift processing settings were set to "soft credit recipient" and not "donor". I originally thought just fixing that, and rerunning the query would fix it (it didn't), hence my original question. Just for hoots and hollers I went in and created a brand new query and made sure the soft credit settings were correct from the very beginning (to donor). I then went back to my export and selected the new query and sure enough I got the correct number of gifts.

It looks like, what was happening is that the first time I ran the original query it had the soft credit recipients included. Even though I corrected the setting, it never updated in the export. Whats even more strange is that it was a dynamic query.

To answer both JoAnn and Denise's questions, I had no recurring gifts, just pledges, payments and stock and cash. JoAnn, there was no additional criteria needed. Since it was a gift query and a gift export, the query had all the criteria and the export is mainly my output to Crystal Reports.

Glad you got if figured out. 

I had an export that didn't seem to update once - think I decided that while I had changed my query I had not saved the query so it was still running on old 'saved' criteria.  Don't know if that might be what happened for you.

Just glad you got it resolved.

James Andrews

Andrew Peterson:

Thank you for the responses, but I figured out what was going on. I noticed that the first time I ran the query, my gift processing settings were set to "soft credit recipient" and not "donor". I originally thought just fixing that, and rerunning the query would fix it (it didn't), hence my original question. Just for hoots and hollers I went in and created a brand new query and made sure the soft credit settings were correct from the very beginning (to donor). I then went back to my export and selected the new query and sure enough I got the correct number of gifts.

It looks like, what was happening is that the first time I ran the original query it had the soft credit recipients included. Even though I corrected the setting, it never updated in the export. Whats even more strange is that it was a dynamic query.

To answer both JoAnn and Denise's questions, I had no recurring gifts, just pledges, payments and stock and cash. JoAnn, there was no additional criteria needed. Since it was a gift query and a gift export, the query had all the criteria and the export is mainly my output to Crystal Reports.

[quote user="Andrew Peterson"]It looks like, what was happening is that the first time I ran the original query it had the soft credit recipients included. Even though I corrected the setting, it never updated in the export. Whats even more strange is that it was a dynamic query.[/quote]

Yes, the soft credit options are there in both query and export -- you have to make sure they match or all kinds of shenanigans can happen. You also have to set them in canned reports.