Creating a First-Time Major Gift Dashboard

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Rob Crenshaw 2
Rob Crenshaw 2 ✭
Eighth Anniversary Facilitator 1 Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
I would love some input on a reporting issue I'm trying to figure out. We have an ongoing match for first-time major donors and I'd like to find a way to create a query or dashboard-based audit to check for eligible gifts as they come in. The problem I'm running into is that I can't seem to make it work as a dynamic Constituent query.


I've been trying criteria similar to this:
  • Largest Gift Amount = [range] AND
  • Largest Gift Date >/= [start date] AND
  • Largest Gift Type = [cash type gifts]
The problem is the query still pulls in constituents with gifts in the specified amount range but prior to the date range. For example, Joe Smith makes a gift of $5,000 on 8/1/18 and pops up in the query. But he also has a gift of $5,000 from 4/15/16. I've tried building in critiera to the dynamic query to exclude prior large gifts, but it doesn't seem to work. Am I going to have to do this as a merged SUB query each time I want to run the audit? Does anyone do anything similar successfully with an "on-demand" process such as queries, dashboards, or canned reports?
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Have you tried enclosing your criteria in parenthesis?  (.......)
  • Rob Crenshaw 2
    Rob Crenshaw 2 ✭
    Eighth Anniversary Facilitator 1 Photogenic

    JoAnn Strommen:

    Have you tried enclosing your criteria in parenthesis?  (.......)

    Yep. I have the primary criteria grouped together in parentheses, and tried grouping the exclusionary criteria as well, but it didn't make a difference. It actually has a tendency to crash RE, as I think it's causing a logic loop or just conflicting logic.

  • Jen Claudy
    Jen Claudy ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    It seems like this should work as you have it.  But if it's not working and you need an alternative, have you tried basing one query on another?  In the Query Options Window, use the [Select From] field to essentially build a dynamic merge query (sort of).  I've found that this can help when the logic is sound but RE doesn't like it.
  • Aaron Rothberg
    Aaron Rothberg ✭
    Eighth Anniversary Facilitator 2 Name Dropper Photogenic
    Hi Rob-


    I was able to build a query that seems to work, but perhaps that is because I don't thoroughly understand the desired outcome.


    For my test I'm looking for anyone that made his/her Largest Gift in FY17 (you would replace this date range with the start date of your eligible date range) where the Gift Amount was greater than $5,000 and the Gift Type was Cash or Pay-Cash.


    Criteria:


    Largest Gift Amount greater than $5,000

    AND

    Largest Gift Date between 7/1/16 and 6/30/17

    AND

    Largest Gift Type one of Cash, Pay-Cash


    Here's a partial screenshot of my Results. This output appears to mirror your desired outcome of identifying qualifying Largest Gifts.

    e1c9987296859a0c3d7705874ecbdcc4-huge-la


     

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