Proposal Date Funded - not showing up in Query results or in NXT Opportunities

Deb Dressely

I've been noticing that although the proposal shows a date funded, that date is not populating in query results and doesn't populate in NXT Opportunities view.


The only way to correct this is to view gifts (which shows a gift date) and choose Recalculate.  After recalculating the date populates in both query results and NXT.


My question - Why?

Next question - is there a way to globally recalculate linked gifts to more efficiently correct this issue?


Deb


 

John Heizer

Because there's no such thing as a Proposal Query the results in Constituent Query output can be sketchy.


Remember, Query is a grouping tool, not a reporting tool.  Try Export and see if you get the results you expect.

Chris Coey

Is this similar to what you are experiencing?

https://kb.blackbaud.com/articles/Article/192040


Looks like a "known" bug and they are investigating the issue.

Cheers,

Chris

Deb Dressely

That is not quite what we are experiencing but close.  When you open the proposal the linked gift does show a funded date.  It just doesn't show in the query or in NXT. 


I realize that query is not ideal for exporting data, but in the case of proposals and ratings it is absolutely necessary.  You cannot export a specific rating and if I wanted to see only 2019 proposals/opportunities I'd have to export 50+ proposals per constituent and then try to filter across 50+ columns for those from 2019- because there is no such thing as a proposal query.


We do use Crystal Reports for pulling proposal reports.

Chris Coey

Right so that is exactly what you are seeing. (i.e. from the bb article).... In database view you can "see" a gift funded date, but in NXT it's not there. This is because it's actually really *not there*. The DB view tricks you into thinking there is data for date_funded but it's just passing along the date the gift was linked. In order to get a date to show up in NXT you have to either put one in, or borrow the DB-view's one by opening and re-saving the Proposal (there may be other ways to do this also- but you basically have to "touch" the record in some way.)


Hope that helps.