Data requests

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Nancy Rice
Nancy Rice
Ninth Anniversary First Comment Loyalty Badge Activity: First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi,


I get requests from colleagues asking for a data pull.  For example, I want anyone who has given over the last 2 years.  Then I have to contact them asking exactly what the criteria is, omits, fields needed etc.  I was wondering if anyone had a form that they request be completed before running a data pull and if you would be willing to share.


Thanks,

Nancy
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  • Marie Stark
    Marie Stark Community All-Star
    Ancient Membership 1,000 Likes 500 Comments Photogenic
    You can check this thread for some samples.
    https://community.blackbaud.com/forums/viewtopic/160/21125

     
  • Katherine Manniion
    Katherine Manniion
    Fifth Anniversary 250 Likes 10 Comments Name Dropper
    There are some samples over on the RE facebook page too.  https://www.facebook.com/groups/REUserGroup/files/


    Having them write down their request is a great idea.  It forces them to really think about what they want before they ask!


    Good luck!

    Katherine

    WIST Data Solutions
  • Daniel Bayer
    Daniel Bayer
    Ninth Anniversary 500 Likes 100 Comments Name Dropper
    I set up this Google Form at a previous job and it worked really well. I recommend Google Forms as they're super easy to set up and feed each submission into a Google Sheet, so you have a good log of data requests.


    This form covered all the basics, although you may want to tailor some things to the needs of your organization. I rarely had to go back to someone asking to clarify after they filled out this form.


    The other benefit to the form that I hadn't considered when I created it was that it made people think ahead. With the form I instituted a strict two-business-day turnaround policy, and I ended up getting most requests at least a week before they were actually needed. VERY few last-minute requests. This helped the whole department immeasurably.
  • Nancy Rice
    Nancy Rice
    Ninth Anniversary First Comment Loyalty Badge Activity: First Reply

    Thank you so much, this is really helpful.

     

    Nancy

     

    Nancy
    Rice

    Development
    Systems Administrator

    MSPCA-Angell

    350 So.
    Huntington Avenue

    Boston, MA
    02130

    617-541-5081

    nrice@mspca.org

     

  • LINDSEY COPELAND
    LINDSEY COPELAND
    Seventh Anniversary 10 Comments Photogenic 5 Likes
    Our institution has a MachForm contract, and so i built both of these forms for our department.


    One is internal development department use (use a bogus email to get through.  it won't submit anything ot me until YOU hit submit.  Check it out as you see fit!).

    The other is for external campus partners.


    I still am looking for more and new ways to handle these. but maybe it's helpful to you!

    https://forms.furman.edu/view.php?id=619056

    https://forms.furman.edu/view.php?id=561738


    L

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