What does your organization use for exporting proposals?

Not for proposals, but I had a similar issue with phone numbers as I often want those in the same sort of layout, in one long column, but need to use export because I can't get the import IDs from a query. I created a custom report that uses an export with the MDB format, then I can export the results from Crystal to Excel.

Yeah what John said. Export them all and use Access to query for the ones you want. Yes, it takes a long time and is a pain, but there's really no other way to do it without back-end access to the database (which, if you have, is very easy to do).

Our Systems Team built a report in SharePoint for me. Basically, it's kind of a mini-data warehouse that I can access through Excel via SharePoint. It has all the fields found on the General tab of a Proposal plus a few of the "hidden" properties (e.g.) Proposal ID; etc. It displays one-line per Proposal Solicitor, which makes reporting for a particular solicitor, or group of solicitors easy without worrying about duplicates (can use the Excel "Remove Duplicates" if you want all unique Proposals). It doesn't include much constituent data though, so if you need that, you have to copy/paste/merge it with another Export.


Lauren

I use a constituent query to manage our donor pipeline (proposals).  I've adding naming conventions to the proposal so that we can select only the proposals we want in the query.  The proposal names either begin with 'Pending [Major/Annual/Planned]: Donor Last Name' or with 'YEAR Completed [Major/Annual/Planned]: Donor Last Name'.  This lets me select exactly the data we want by using 'Proposal Name begins with' in the query and output the data with one row for each proposal. 


I then export directly from the query into Excel. Yes, I know you should use Export but in the case of proposals Export doesn't provide the level of detail a Query export does.  With just a few steps I can create an Excel document that shows our donor pipeline, what's been received and what is expected when.  You should be able to get all of the data points you mentioned with the Constituent Query and more. 


It's up to the gift officers to keep their proposal names accurate and change it when the gift comes in.  Since they get the results they want, they do make the changes.  Each MGO can run their own query at any time to see their pipeline so it's easy for them to update.       

Jason Rose:
Debra,


Is your organization using the relationship module; if so are you finding the system ID for the proposal?


Thanks,


Jason 

 

Is it easier to track proposals in NXT? My new org uses proposals but I have little experience tracking this info and/or using query and export to extract any information related to proposals. We do have NXT and it seems very easy to track "opportunities", so I wasn't sure if I was missing something. Thanks

 

Thanks all for this helpful thread.


At a tangent - anyone seen good examples of pipeline reports pulling through from Proposal information? Oklahoma State did a great presentation at APRA PD 2016 showcasing their reporting suite and I wondered if there were other such examples.


Thanks!

Thanks Mark, that's helpful.