Action Export vs Constituent Export

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Jason Rose 2
Jason Rose 2 ✭
Sixth Anniversary Facilitator 1 Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Hello Team,

I am working on an export for a vendor and they want to see Actions listed in rows but have also requested to see the Solicitor’s constituent ID. In the Action export I don’t see any way to bring in a solicitors ID. Does anyone have a solution to this? I have used the constituent export, but that lists out the interactions as 1, 2, 3…in columns. Other than exporting the constituent query and handing the data in a separate database I’m not sure what to do.

Thanks,

Jason

 
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  • James Andrews
    James Andrews ✭
    Ancient Membership Facilitator 2 Photogenic
    That's pretty much your only option. In both export and query output, RE doesn't offer up the solicitor constituent ID as an option.  It's very frustrating, because it's not like the records aren't linked -- they are; it just doesn't let you get at that information.


    In the query output you can select "Solicitor specific record", but that doesn't provide the constituent ID; rather it provides the system record ID.  You could run your action query, pull together a list of those IDs, do a separate constituent query/export for records with those system record IDs, and link them up in an outside database or even excel with vlookup or index/match.
  • Denise Covington
    Denise Covington ✭
    Ancient Membership Facilitator 2 Photogenic
    I haven't tried this for actions, but we do this for gifts.  If you change your user options for constituent name format = constituent ID, it will export out a constituent ID instead of Name for Solicitor.  Since you can't then got solicitor first and last name etc. in other export fields, you will need a second constituent export that is like an index file.  This file will also be exported out with your user setting of constituent name format = constituent ID.  Export out all the constituent information you need for the solicitors.  You can then link these tables together on the constituent name.


    Just a thought.   Down side, the crystal report becomes a bit too complicated to be set up as a custom report in RE.  It will sit outside of RE and need two exports to be run.


     
  • Jason Rose 2
    Jason Rose 2 ✭
    Sixth Anniversary Facilitator 1 Photogenic
    Thank you for the replies, that's what we are seeing too. Two exports and then link them op in Crystal or outside of the database. 

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