Custom Exports

Howard Marmorstein · August 2017

Being as one can not export out gift split info of fund and appeal split amounts (not just fund split amount or appeal split amount) even though this is what shows on the gift split gift screen and this is also what one can see on a gift detail report, we need to have a custom export done.

all is to dump into Crystal to do some custom reports.

has anyone hired blackbaud's professional services for this or used a third-party partner - and if so, which - for this kind of thing?

any recommendations?

Joshua Bekerman bCLO bCRE · August 2017

Hi, not sure I understand what "gift split info" you are looking to export. You can export campaign, fund, appeal and amount, all the information that is shown on the gift split screen.

Howard Marmorstein · September 2017

No we can’t. Blackbaud confirms this. We need the combo of appeal and fund split amount which can’t be done.

E.g.,

Fund1 Appeal1 $10
Fund1 Appeal2 $15
Fund1 Appeal3 $27
Fund2 Appeal2 $30
Fund2 Appeal3 $44
Fund2 Appeal4 $50

Fund split amount can be exported which would be Fund1 = $52, Fund2 = $124

Appeal split amount can be exported which would be Appeal1 = $10, Appeal2 = $45, Appeal3 = $71, Appeal4 = $50

But I need the combo – just like the gift is entered.

If you have any thoughts, that would be great.

Alan French · September 2017

If you've only got a very small number of funds (or appeals, as I think this would work the other way around too) you could export the appeal split amount (or fund split amount if doing the other way around) multiple times and filter each one to only include a single fund. Then whichever amount column in the export isn't zero corresponds to the gift fund. A bit clunky and highly impractical if you've got more than a few combinations of fund and appeal though!

Howard Marmorstein · September 2017

Thanks for the offer but we have many (many) funds and appeals.

Jen Claudy · September 2017

If you (gasp!) export from Query instead of using an Export, you can get what you're looking for...

To use your example data, if the Gift has the following Splits:

Fund1 Appeal1 $10
Fund1 Appeal2 $15
Fund1 Appeal3 $27
Fund2 Appeal2 $30
Fund2 Appeal3 $44
Fund2 Appeal4 $50

Here's how your query would look:

Gift Amount | Fund Split Amount | Appeal Split Amount | Fund ID | Appeal ID

$176 | $10 | $10 | Fund1 | Appeal1
$176 | $15 | $15 | Fund1 | Appeal2

$176 | $27 | $27 | Fund1 | Appeal3

$176 | $30 | $30 | Fund2 | Appeal2
$176 | $44 | $44 | Fund2 | Appeal3

$176 | $50 | $50 | Fund2 | Appeal4

The 3 [Split Amount] fields (Campaign, Fund, Appeal) will all have the same number, you really only need to choose one of them. As soon as you select a [Split Amount] field, all gifts with a split will be duplicated in the Query Results, showing one record for each combination of CFA that appears on the Gift Record. If a gift has no split, the Gift Amount and Split Amount will be the same.

John Heizer · September 2017

Howard Marmorstein:

Being as one can not export out gift split info of fund and appeal split amounts (not just fund split amount or appeal split amount) even though this is what shows on the gift split gift screen and this is also what one can see on a gift detail report, we need to have a custom export done.

all is to dump into Crystal to do some custom reports.

has anyone hired blackbaud's professional services for this or used a third-party partner - and if so, which - for this kind of thing?

any recommendations?

As Jen pointed out, this is one instance where using the output of a Query is a logical way around one of the BIG limitations in Export. It's maddening because that's how the data is stored, but you can't access it that way.

Another workaround is to get the data directly from the database using ODBC, but you then have to run the report outside of RE (directly from within a fully licensed copy of Crystal Reports) and you can't get at ODBC if you're hosted.

Joshua Bekerman bCLO bCRE · September 2017

You should also be able to get this information through Import -> Gift -> Spilt Gift -> Create Import File.

John Heizer · September 2017

Joshua Bekerman bCRE:

You should also be able to get this information through Import -> Gift -> Spilt Gift -> Create Import File.

That's great! Still complex process that should be able to be completed in Export, but much better than Query.

Custom Exports

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