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Romulus Patterson
Romulus Patterson
Ninth Anniversary Photogenic First Comment Facilitator Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion
Afternoon,

I am tring to get a list of constituents that have at least X of the last Y years. They do not have to be consecutive. Was wondering if anyone else had to pull anything like this. Any help will be greatly appreciated.


Thank you
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  • Cathleen Mai
    Cathleen Mai
    Tenth Anniversary 100 Likes 100 Comments Name Dropper
    Here is a string of a discussion that might help:

    Donors who have given a set number of years, but not necessarily consecutive years

    https://community.blackbaud.com/forums/viewtopic/159/30270?post_id=110676#p110676

  • Steven Cinquegrana 2
    Steven Cinquegrana 2
    Ninth Anniversary 500 Comments 250 Likes Name Dropper
    Hi Romulus,


    Can you clarify what you mean by, "... constituents that have at least X of the last Y years"? Do you mean, say, gifts for those years?


    Cheers,

    Steve Cinquegrana | CEO and Principal Developer | Protégé Solutions

     
  • Romulus Patterson
    Romulus Patterson
    Ninth Anniversary Photogenic First Comment Facilitator Level 1

    Hi,

    Yes, for example I want to find out how many
    people have giving 10 out of 15 years. They do not have to be
    consecutive.

     

    Romulus
    Patterson Jr

    Associate
    Business System Analyst

    WellSpan
    Philanthropy


    Gettysburg Hospital Foundation |
    York Health Foundation 

    Ephrata Community Health Foundation
    | Good Samaritan Hospital Foundation  |
    Philhaven

    50 N.
    Duke Street, York, PA 17401

    Phone:
    717-812-3516 | Fax:717-848-5555


    rpatterson2@wellspan.org

     



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  • Steven Cinquegrana 2
    Steven Cinquegrana 2
    Ninth Anniversary 500 Comments 250 Likes Name Dropper
    The link Cathleen provided is a virtually identical question (albeit for an Export), so should provide you with a good starting point.


    Another alternative - and the approach I would take, though possibly not the answer you're looking for - is to use direct SQL (via, say, SQL Server Management Studio). In this situation, direct SQL makes this a cinch as opposed to a lot of convolution using RE Queries, etc. Also, you can easily define your "years" - calendar, financial (if different), even some arbitrary year such as May 1 to April 30.


    Some things are just far harder using RE queries, exports, etc than hitting the backend data directly. (IMHO.)


    Cheers, Steve

     
  • Romulus Patterson
    Romulus Patterson
    Ninth Anniversary Photogenic First Comment Facilitator Level 1

    Thanks so much! I appreciate the help.

     

     

     

    Romulus
    Patterson Jr

    Associate
    Business System Analyst

    WellSpan
    Philanthropy


    Gettysburg Hospital Foundation |
    York Health Foundation 

    Ephrata Community Health Foundation
    | Good Samaritan Hospital Foundation  |
    Philhaven

    50 N.
    Duke Street, York, PA 17401

    Phone:
    717-812-3516 | Fax:717-848-5555


    rpatterson2@wellspan.org

     



    The information contained in this communication, including all
    attachments, is legally protected information, confidential or
    proprietary information, or a trade secret intended solely for the
    use of the intended recipient or otherwise exempt from disclosure
    under applicable state and federal law, including, but not limited
    to, privacy standards imposed pursuant to the federal Health
    Insurance Portability and Accountability Act of 1996 (“HIPAA”). The
    information may also be subject to legal privilege. If you are not
    the intended recipient, you are hereby notified that any use,
    disclosure, dissemination, distribution, forwarding, or copying of
    this communication is strictly prohibited. If you have received
    this communication in error, please notify the sender by reply Fax
    or e-mail stating the communication was "received in error" and
    delete or destroy all copies of this communication, including all
    attachments.


    Message string: KqxfH=TU
  • Aaron Rothberg
    Aaron Rothberg
    Eighth Anniversary 500 Likes 100 Comments Name Dropper
    Check out John Cioni's profile. He built a pivot report for this exact purpose and is willing to share it with others. I've used it and it met my needs.

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