PowerUp Challenge: First Query Task

Bobbie Pierri · February 13

@Crystal Bruce I use the “Gifts for This Week” query the most. Happy to know this new function in RE NXT is simple to use.

Leona Sawyer 2 · February 13

@Crystal Bruce
Class of with Giving. I am asked to run this query often when preparing for class of reunions to create giving challenges between alumni years.

Irene Hui · February 13

@Crystal Bruce The query that I run most often is one to audit gifts and event registrations. I use Web View for most queries when possible, especially for monthly mailings. It is so much easier in Web View to move around query criteria and it is so great to be able to copy and paste a large quantity of IDs now!

Elizabeth Gigure · February 13

@Crystal Bruce My most common query is for all credit card transactions to reconcile with our BBMS disbursement. This has been a nice one to start running in NXT as it is a pretty simple query that can be exported without issue (I am excited for export functionality to match database view though)

Chloe Kelly 2 · February 13

@Crystal Bruce
"Gifts this week" - a weekly audit on committed gifts before sending week reports out to leadership

Antonia Keller 2 · February 13

@Crystal Bruce
I created my first Web Query today, mirroring something I do in DB view! It was a beautiful experience.

Moriah Petersen Griffin · February 13

@Crystal Bruce

I'm new to Raiser's Edge so I've only made one for our major donors who haven't yet made a gift this year. I'm learning quickly that it's a powerful tool!!!

Kim Berry 4 · February 13

@Crystal Bruce I have a query I use each week to reconcile lockbox contributions. I tried searching on the name and it initially it wouldn't come up for me. I had to open the folder/category where the query was stored and scroll to the bottom to find it. Now that I've opened it in webview, I added it to Favorites and hopefully I'll be able to access more quickly in the future.

Carlene Johnson · February 13

@Crystal Bruce
My newest most frequently run query is one that looks at “All Constituents Added This Week” and allows me to spot check important fields for accuracy such as Primary Addressee & Salutation, Constituent Code, and address fields.

It runs well in webview - but I'm still adjusting to all the extra white space as compared to the super compact view from database view. It seems like records take a little longer to open, but overall everything is working well!

Candy Bell · February 13

@Crystal Bruce One of the queries I use most frequently is for donor calls. Our board of Directors calls to thank donors who donate $100 or more. I've created a query to track any donations of $100+ from the previous day with an output of name, phone, amount, and fund. I'm excited about transitioning to the web view for queries.

Hallie Guiseppe 1 · February 13

@Crystal Bruce
Our most frequently visited query is the email unsubscribes, which we monitor closely to ensure we’re following up with VIPs. I really appreciate how clicking on a constituent doesn’t take me out of the query, allows me to quickly move to the next record without closing the window—such a great time-saver!

Alex Wong · February 13

@Crystal Bruce
my go-to query is “ad-hoc” query in webview.

Webview query is very easy to use and very low lagging issue compare to dbview query.

Whenever I need to validate some quick info, I will go to webview Query and create a new dynamic query (constituent, gift, etc) and do a quick filtering and output to confirm the info I needed. generally does not save these queries.

Tove Elander · February 14

@Crystal Bruce my go to query is the monthly donation query, and I find it much easier on the eye in webview than in dbview!

Emmet OConlon · February 14

@Crystal Bruce
We have a few data critical queries we run every day. I tried the most complex one, and timed it against its database view version. The web view version ran about 5 seconds faster than the database view version with a run time of 20 seconds instead of 25.

It was nice, but I do miss a few things from database view query: the ability to run the query without having to open it first, having the run button at the bottom (I'll definitely get used to that, but I guess nostalgia/habit is powerful), and the ability to close the query with the X at the upper right (choosing cancel to close feels very anti-intuitive to me).

Rachel Cavalier · February 14

@Crystal Bruce
My most used query in webview is one that checks for missing additional joint salutations for constituents with spouses. Previously, I would run it as a static query in DB view and then use that to create a list in webview as adding addressees and salutations in webview is a lot clearer. Now, I can miss out that whole middle step!

Molly Kindelsperger · February 14

@Crystal Bruce
My most used query is Duplicate Education Records. We had an enormous amount of these from importing multiple spreadsheets. I really appreciate being able to run this in NXT because it makes it so easy to access the record and delete the duplicate.

Suzan Swartzentrover · February 14

@Crystal BruceMy most used query is Actions - this is where I daily check for new actions/updated actions

Anuradha Parihar · February 14

@Crystal Bruce My most frequently used queries are "Gift of the Day" and "New Donor." They are easy to run and can be shared with colleagues who don't use the DB view. LOVE IT!!!

Travis Scoby · February 14

@Crystal Bruce I use a query that looks at our portfolios to verify if a fundraiser has ended their assignment they didn't forget to change the Fundraiser type to past assignment. Only assigned prospects have an active Fundraiser Type.

Lauren Henderson 3 · February 14

@Crystal Bruce
I have a query that looks at all Alums/former students in the database. It is quick and easy, and I appreciate the export process, as well as the ability to edit how column headers are displayed. This will be great for preparing information to import to Education Management!

Priscila Napoli · February 14

@Crystal Bruce I run my monthly gift reconciliation query and it went very smooth. One of the things that I really like is that we can get a link to the query. Also, it's so handy that we can enter the first letters of a given condition (appeal description, for example) and NXT will bring up the options, instead of having to look it up using the binoculars.

roger berg · February 14

@Crystal Bruce
Not sure if it's my most commonly used, but I just ran birthdays for next month so our student volunteers can record birthday videos to send to those folks. Not much difference in the way the query worked - maybe a little cleaner look to the criteria displayed.

Terri Goon · February 14

@Crystal Bruce I use a query of gifts for the week in order to check things to merge for thank you letters. I export the customized fields out of Mail in RE. It doesn't look like those fields are available in NXT query.

Jordyn Kieft · February 14

@Crystal Bruce My go-to query is our unacknowledged gifts to confirm query which, as the name implies, tells us which gifts we need to still acknowledge with a thank you letter!

Amy Dana · February 14

@Crystal Bruce I use a Query to make sure all the correct fields are present before I upload a list of new emails into Mail Chimp. Because we import a lot of online gifts, sometimes we end up importing unsubscribed emails. When I delete the newly imported email and leave the email with the “unsubscribed” type, web view insists I also designate that inactive email address as the primary. Anyone know if there is a work-around for that?

Jennifer Simpson 3 · February 14

@Crystal Bruce
Our most commonly used query is for unacknowledged gifts. The experience doesn't feel dissimilar from the database view, but I think it will be easier to train others on the webview.

Anne Chen · February 14

@Crystal Bruce
Love using Query in the web view! Makes my work much easier. The query I am using the most right now has to do with creating a really solid mailing list for an expensive magazine-type mailing. I want to make sure that only one piece goes to an address and that the recipient falls within a certain group of records. Looking forward to using the Merge function.

Lisa Lang · February 14

@Crystal Bruce
I use a query to group individuals by last name to send an email when it is time to renew the personalized license plate. The web version has the “copy link” button at the bottom of the query instead of creating the group in DB view and then going to NXT list to create the link to share with marketing.

John Whitmer · February 14

@Crystal Bruce
Tried out my New Constituent Added query. I run it weekly to review records added in the past week.

The query executes quickly and has the same results as database view. I wish we had the option to control the font size - I like to see as many columns as possible.

While it's possible to open and edit constituents from the query results, it is more cumbersome than database view. I wish there was a “pro view” that would emulate database view record formatting and allow editing by clicking into fields instead of selecting “edit” first (after scrolling way down the pop-out window). I also wish we could access phone comments from web view. That's how I track the source of the phone number and any feedback from staff and student callers.

Melanie Schoeneck · February 14

@Crystal Bruce My most commonly run query is probably the one on our monthly auto-withdrawal donors. Just ran it in webview. Seems to run just as smoothly as db view & exports easily.

PowerUp Challenge: First Query Task

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