Pulling Promotion History (Appeals)

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Katharine George 2
Katharine George 2 ✭
Seventh Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
I need to pull a file with all solicitations made in the past three years where each donor is listed with each of the appeals on his/her record. Each promotion appeal needs to end up on a unique line in the output. I am not sure where to start - I've tried appeal query but don't think that is correct. Thoughts?  Thank you!
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  • Christine Cooke 2
    Christine Cooke 2 ✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    Katharine George:

    I need to pull a file with all solicitations made in the past three years where each donor is listed with each of the appeals on his/her record. Each promotion appeal needs to end up on a unique line in the output. I am not sure where to start - I've tried appeal query but don't think that is correct. Thoughts?  Thank you!

    This would take a couple steps.  You need a query (I think I would do constituent since you want that info and appeal on output).  The query should be finding the appeals you want.  Then you need to take that query and pull it through Export.  You can include the appeals there, along with donor name.  You can even format it to have each appeal as a separate column.
  • Alan French
    Alan French ✭
    Tenth Anniversary Facilitator 3 Name Dropper Photogenic
    If you export the data through Export, I think you will have to have each appeal in a separate column, rather than row. To get each one in its own row, as far as I'm aware you will need to export directly from a query (unless you do something fancy with Access or Crystal Reports). I'm eagerly awaiting the standard chorus of "query is a grouping tool..." laugh


    Either a constituent query or appeal query should do - your appeal query will have a "constituent" subnode where you can get the ID, name etc. of all the constituents with that appeal assigned, and a constituent query has an "assigned appeals" subnode where you can specify which appeals a constituent must have been included in.
  • Katharine George 2
    Katharine George 2 ✭
    Seventh Anniversary First Reply
    Thank you so much - very helpful!
  • Claudia Sauers
    Claudia Sauers ✭
    Seventh Anniversary Facilitator 2 Name Dropper Photogenic

    Alan French:

    If you export the data through Export, I think you will have to have each appeal in a separate column, rather than row. To get each one in its own row, as far as I'm aware you will need to export directly from a query (unless you do something fancy with Access or Crystal Reports). I'm eagerly awaiting the standard chorus of "query is a grouping tool..." laugh


    Either a constituent query or appeal query should do - your appeal query will have a "constituent" subnode where you can get the ID, name etc. of all the constituents with that appeal assigned, and a constituent query has an "assigned appeals" subnode where you can specify which appeals a constituent must have been included in.

    I'm eagerly awaiting the standard chorus of "query is a grouping tool..." laugh made me laugh. Yes query is a grouping tool, but I think in some instances it's super helpful to export from query. For instance here, I believe query would list the constituent name multiple times with a unique appeal in each line. However I would still probably go through export and just export each appeal into its own column so that it keeps all of appeal a in one column, all of appeal b in one column, etc. 

  • Cathleen Mai
    Cathleen Mai ✭
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic
    Once you have your query, you could use it in a Pivot report (under Reports).

    This way you don't have to reformat every time you run it.

     

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