PowerUp Challenge: Fourth Web View Query Task

@Crystal Bruce I created a constituent, gift, and event query. Overall, very similar to database view which was a good experience for me.

@Crystal Bruce I created three that I am working on right now. All are constituent queries. One is for a past event for a mailing list. The other two are for fundraisers.

One of my favorite features is that you only have to click once to add to the criteria or the output. I didn't realize how much better this is until I started using webview query more. As someone who works mainly in the dataview, this will get me using NXT more.

@Crystal Bruce I created three queries for three events that we are having this spring. FIrst one was an alumni only event with regional parameters, the second was for our gala which is a more wide reaching query with different segmentation and the third is for our graduation reception which features a lot of former board members and award winners. All were easy to manage in the system and produced efficient results

@Crystal Bruce
I shared a query with our alumni officer for a set of alumni who had donated to a particular fund

@Crystal Bruce Last week we sat down with a new department head and built four different “alumni prospecting" queries for the various disciplines within his department. We were able to sit in a conference room that did NOT have citrix/RE installed and that was a game changer! He watched us create the query in webview and we were able to have a much more open and useful conversation as he saw some of the fields that we were looking at. Being able to export the quick list of names right to the conference room PC desktop was super useful because he then jumped into his web mail and mailed them to himself. Very nice!

@Crystal Bruce Loving the “one of" being 2000 rows rather than 500 and no silly work arounds to make it happen. The interface is great with user experience in mind, so many quick wins we wished we had in DB view.

@Crystal Bruce. to find out the last gift amount, which is above $100, total number of gifts within a certain month, special lists such as event list.

@Crystal Bruce First query was pulling records with a particular custom field, Second query was a maintenance query for cleanup and Third query was to find constituents who had given this year and amount over $1000. All were super easy and efficient. Web view building of query is not that much different from dbv.

@Crystal Bruce
I created queries in Web View 1) to find out how many of last year's donors had email addresses on file, 2) who has given more than $500 and lives in a 5 mile radius of an event, and 3) to find and clean up Actions from past years that were never marked Complete.

Making queries in Web View is a little bit disorienting at first, just because the look and feel are different than database view. But everything works the same, and there is slightly more functionality with the Options tab and the Merge Queries ability. I think managing the and/or and parenthesis is a little easier in Web view.

@Crystal Bruce Queries 1. First time donors this month. 2. List of board members but exclude those that are Guardian Angels. 3.Donors last fiscal year that gave greater than or equal to $10,000. I do find these queries easy to create in the web view, but it will take some getting used to since I mostly live in the database view.

@Crystal Bruce I created a test query of Constituent ID's to test drive pasting in more than 500 at a time, outputting just basic information, then I did a query of all current members with their membership info and giving, and finally a query to pull constituents with a spouse and their spouses information. There are a few pieces that make me like Web View query over DB View and I've working in DB View for more than a decade, so I'm a hard sell.

1. It's so much easier to pull up and find existing queries using the top line, and particularly love the option of “recent queries only”
2. The ellipses that lets me edit it in a new tab, or quickly Export
3. In Query Editor, copy link is of course, GOLD
4. The Options tab is much cleaner, I showed it to a new team member who had never used RE, and she understood it intuitively.
5. My 50+ year old eyes can actually easily read this screen and adjust the sizes in my browser so I'm not squinting! ?
   

@Crystal Bruce
1) Email addresses with common errors: comma instead of period, .con instead of .com etc…
2) Addresses with blank address lines, OR blank State, OR blank Zip that are not marked as “No Valid Address"
3) Gifts added “today” with letter code “blank”.

Super easy to do and it is fun learning a new interface.

@Crystal Bruce Ran a query looking for specific ID's - yes, like the easy paste in ‘one of.’ Updated anther query with more out put - too many columns to view well on screen so exported it. And another.

Did encounter difficulty finding the query I wanted to update. Apparently we have over 50 queries with the word ‘scholarship’ in name. Don't know who created or when and was not able to sort by name. I thought that would be a function. Seemed like could only do by date.

@Crystal Bruce

1. Have been working on an invitation mailing using the query merge functionality.
2. Created a query to analyze online gifts received with different date ranges and zip codes.
3. Created a query of new donors based on FY within certain appeals/funds.

It's great to work in queries in Web View since you can resize the screen, easily move criteria around, and export your output quickly. Cutting and pasting IDs is so much easier now, no need to use SmartPaste due to being able to copy/paste larger groups.

@Crystal Bruce

We're tidying up the database from a charity that merged with ours recently before the big merge of the two databases, so a lot of what I've been doing lately is to help integrate that database into the way we deal with things in our existing database.

Queries:

• Constituents with active recurring gift, but no corresponding constituent code.
• Regular Donors with no Regular Donor Type attribute.
• Gifts to a particular recent appeal.

Overall, query in webview has been good. It's quick to create queries and share them with colleagues easily. The tricky part is when I want to be able to scroll through the constituent records using a query but only have that little window on the webview constituent record, whereas in database view I can set it to have the Gift tab be the default tab I see when I open a constituent and can immediately see much further back into the giving history rather than having to click click click into that page for the constituent and scroll down the giving history, wait for it to load more gifts, scroll down some more, wait for it to load etc.