September's Stuff You Need to Know Forum Contest
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David Springer
Blackbaud Employee



Hey, Raiser's Edge Community!
Each month I share some of my favorite resources on a topic for Stuff You Need to Know, and this month is Export. Take a look at some of my picks, and then I'd like to know what you think!
Please share your favorite tips, tricks, and resources below to help your fellow RE users master the art of Raiser's Edge. The tip or resource that receives the most likes by the end of the month will receive a gift card (and Community-wide acclaim)! We'll be accepting submissions all month, but the sooner you post, the longer your suggestion will have to get likes.
So what do you think? What are some of YOUR favorite resources or tips that help you make the most of Export?
For more great tips, please join me for our Live Chats on Export later this month on the 14th and 28th. We'll be sharing some handy tips and then hosting a Q&A. I'd love to see you there!
Each month I share some of my favorite resources on a topic for Stuff You Need to Know, and this month is Export. Take a look at some of my picks, and then I'd like to know what you think!
Please share your favorite tips, tricks, and resources below to help your fellow RE users master the art of Raiser's Edge. The tip or resource that receives the most likes by the end of the month will receive a gift card (and Community-wide acclaim)! We'll be accepting submissions all month, but the sooner you post, the longer your suggestion will have to get likes.
So what do you think? What are some of YOUR favorite resources or tips that help you make the most of Export?
For more great tips, please join me for our Live Chats on Export later this month on the 14th and 28th. We'll be sharing some handy tips and then hosting a Q&A. I'd love to see you there!

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Comments
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I have a couple of different tips I've found useful. First, re-naming column headers so that the export document comes out (for instance) reading "Spouse" rather than "CnSpSpBio_Name". This is done by right-clicking the output field after you select it. It makes it easier to create a one-click "finished document" export for novice database users without them having to decode and re-name all the excel columns after an export.
Another neat thing I've found is that Export gives you the option of exporting into a conditional word merge, just like mail does. In this way, Export (combined with properly crafted queries, of course) can become a more robust version of Mail when Mail's output options become too limited for a specialized merge.11 -
- Before starting figure out which export type you should use. No need to waste time creating a gift export when you really should be using a constituent export (i.e. summary fields)
- My favorite ---> You don't always need to use a query with your export. For example, if you need to export gifts with a gift date between 7/1/15 and 12/31/15 you can do that directly in the export. On the Output tab, click on the "New Gift Export" heading (this changes to the export name after saving the export) then click the Criteria button. You can filter by date, gift types, fund, appeal, campaigns, and even gift amount.
- If you are exporting to Excel or csv and need the same field more than once, select the first field, apply appropriate criteria, then click and highlight the heading. Then select the same field again and it will prompt you to apply separate criteria for the 2nd, same field.
- Don't get too frustrated when trying to export Proposal information. Just know that you are not alone, we're here for you.
11 -
Faith Murray:
I have a couple of different tips I've found useful. First, re-naming column headers so that the export document comes out (for instance) reading "Spouse" rather than "CnSpSpBio_Name". This is done by right-clicking the output field after you select it. It makes it easier to create a one-click "finished document" export for novice database users without them having to decode and re-name all the excel columns after an export.
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