Exporting to Access

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Jen Tenison
Jen Tenison ✭
Ancient Membership Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
Has anyone used RE export to Microsoft Access?
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  • John Heizer
    John Heizer ✭
    Ancient Membership Facilitator 3 Photogenic

    Jen Tenison:

    Has anyone used RE export to Microsoft Access?

    Yes. On a daily basis for custom Crystal Reports, occasionally for other things.

  • Denise Covington
    Denise Covington ✭
    Ancient Membership Facilitator 2 Photogenic

    Jen Tenison:

    Has anyone used RE export to Microsoft Access?

    Yes - do you have a question about this?

  • Steven Cinquegrana 2
    Steven Cinquegrana 2 ✭
    Ninth Anniversary Facilitator 3 Name Dropper Photogenic
    My guess is you're not looking for a "Yes" or "No" answer here ;)


    I suggest a read of the Help for The Raiser's Edge/Export section and the various KB articles, eg How to export a query and How to export a report to Microsoft Access.


    That should get you going.


    Cheers,

    Steve Cinquegrana | CEO and Principal Developer | Protégé Solutions

  • Chris Geady
    Chris Geady ✭
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic
    Hi,


    Here's some more stuff to consider.


    - Export using format "Blackbaud Report Writer Database", which is basically a .MDB file. All the correct table linking fields will automatically be included.

    - It's a good practice to export the Constituent ID, Gift ID (or Import ID, your choice), and sort key (for sorting).

    - Remember to format your fields in the export template as much as possible before exporting to Access.

    - I did a Blackbaud webinar on some miscellaneous exporting tips and timesavers just in case you're looking for some late night viewing: https://hello.blackbaud.com/Tips-and-Timesavers-WebinarSeries.html


    Enjoy! Hope this helps.

    Chris

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