PowerUp Challenge: First Query Task

Crystal Bruce

Please answer this question first.

Run your most commonly used query in web view. What is your go-to query in web view, and how would you describe your overall experience?

Paula Washburn

@Crystal Bruce The query that I run first each day (and throughout the day) is Clean Up: Created today. I like to stay on top of any data as others enter constituents, or imports create new constituents. There are several things I like to make consistent.

Anna Mikelsone

@Crystal Bruce
I run a query for latest actions in my team to stay updated on what's happening.

Daniel R. Snyder

@Crystal Bruce I have several queries that I use with the Query API to get data out for my Power BI reports and I love it! It is so quick!

Sarith Gada

@Crystal Bruce we run several queries weekly, supporting other teams with their data analysis

Rachel Boebel

@Crystal Bruce I run many throughout the week but most consistently is are daily gift query.

Kacie Wise

@Crystal Bruce
A query that pulls a list of our volunteers for each community!

Mark Guncheon 2

@Crystal Bruce My most commonly used query is actually a basic template for quick queries I need to create and run. Basically, it has the criteria of a collection of IDs. I can enter 1 or a million now with the webview query. I have the Output set for basic RE ID, name, and last gift. This saves me only a minute or two of setup but to me, it's worth it. I have one of these for gift and fund queries too. Each time I use it, I can quickly add whatever criteria I need to in order to give me what I need. Again, it's very basic but it's nice to have an already built starting point.

Niranjan Balachandran 3

@Crystal Bruce
The UI seems easy to use and “friendlier” looking than DB view. Otherwise seems very similar or identical to db view. Which is great.

Tom Klimchak

@Crystal Bruce Most of our queries are run through Exports, but I do now run a “Weekly Gift" query in webview. Generally works well, though still getting used to the slight differences. I do wish we could fit a little more on the screen. I've learned that we can shrink the view of the web browser but that does make things a little more difficult to read.

Melanie Sullivan

@Crystal Bruce
Most of my queries are to get quite specific, large amounts of data out through export. Setting a new query up in Webview is super quick now and I can also use it to have a basic query set up to check on data issues when effecting a clean up of tables or similar - I can easily change the parameters now.

Vincent Catapano 3

@Crystal Bruce the most common query is searching our alumni data by using geographic markers as parameters

Karen Stuhlfeier

@Crystal Bruce Everyone in my departments checks the recent gift list in web view every day.

Anna Rubin

@Crystal Bruce @Crystal Bruce the most commonly used query is “$1000+ lybunts” by DShearer. I am having a good experience so far using Queries in NXT. Today's session with Kimberly on “Exploring the Power of Blackbaud RE NXT Queries” helped a lot.

Sandra Ross

@Crystal Bruce most used query is Gifts Added Today and it worked great!

William McLemore

@Crystal Bruce
My most used query in RE NXT is searching for a specific gift. Since we make heavy use of appeals (as recipient of funds versus BB's method of solicitation), query gives me greater search capability than the List of Gifts. We use query multiple times every day. My only ask would be to add a field-search capability.

Cherie Menke

@Crystal Bruce The most common query is a weekly gift review for clean up, stewardship, and accounting reconciliation. The query works very well. We like to do our review meetings directly from the Results tab in Query. It makes it quick and easy to drill directly into the gift if there are questions. Still adjusting to the best way to navigate the bigger size - we have to scroll over to see everything on the screen. The bigger size is easier to see and just means we cannot see everything all at once on the screen.

JoAnn Strommen

@Crystal Bruce I have a query of recent gifts that I use to check data of those entering gifts. Query works fine. I output a number of fields that I can squeeze on screen in db view that I have to scroll right and left to see in web view.

Austen Brown

@Crystal Bruce - I'm most often using the Query API to get data into automated flows. When building queries within the system, a lot of times it's to find subsets of gifts/constituents. Although my favorite ones to build are for data maintenance.

I really like the option to paste up-to 2,000 values - that saves a lot of time. Also the export experience, it running in the background while I can move onto other tasks. I do wish we were still able to see navigation when the query modal is open, sometimes is frustrating if I'm working in multiple areas simultaneously and need to open a new tab to navigate elsewhere.

Bethany Edwards

@Crystal Bruce
Our most commonly used query is “Daily Mailing.” I just ran it in web view for the first time, and it went well.

Keith Wilson 2

@Crystal Bruce We report up our actions each week to leadership so my most used query is an “Action added/last changed” query. There is a lot of good enhancements in web view for both query and standard reports, but the output speed needs a lot of improving.

Stacy Cope 3

@Crystal Bruce - I often build quick queries to get an estimated number of donors that gave during a certain period or to a specific fund. Doing this in web view I find to be pretty close to the experience in database view!

Afras Issadeen

@Crystal Bruce We run gift queries every day to prepare for the thank you call lists.

Dariel Dixon 2

@Crystal Bruce I don't have a go-to query. I get random requests all the time. That said, I appreciate the interface, and as @Austen Brown stated the increased number of values to 2000 is very much needed (if we could go back to 5000 that would be great).

Amanda Darlack

@Crystal Bruce I run “+Gifts for stewardship by batch” each Friday to create a recent gifts list so we know who to thank. The webview query worked great, but we've been using a database export with additional fields such as summary giving so we can see who now qualifies for our President's Circle program, last action date so we can see if a recurring donor has been thanked recently, etc.

Yilan Yang

@Crystal Bruce
The most commonly used query in my work is monthly large donor list. Although it called “Monthly”, I ran it often just to capture some big donations asap

Joe Moretti 3

@Crystal Bruce I have a series of Database Cleanup Queries I run daily and one of them is “Emails Inactive but not Former Email Type”. My experience was fine, pretty much like Database View.

Julie Knight

@Crystal Bruce I run our membership program so I am constantly pulling lists for renewal communications. The query functions in NXT seem to work fine and may be more intuitive. No issues here.

Michelle Genberg

@Crystal Bruce, I have been running a query searching for donors with a common last name to find a specific donor quicker. This helps me before I create a new record in case the spouse has a record or to assign a soft credit. Works fine in web view for me.

Aldera Chisholm 2

@Crystal Bruce I have a few audit queries I run regularly, one is for new constituents added. I like running it in Web View over Database View because it seems faster, but also clicking directly through to the Web View constituent lets me use the address search to fill in missing pieces and formatting errors quicker and easier!

Phillip Shipsides

@Crystal Bruce I run a participant query regularly, for our upcoming events. Webview is great when I want a quick look, or just to confirm something.