PowerUp Challenge: First Query Task

@Crystal Bruce Assigned Solicitors- use it to work with fundraisers.

@Crystal Bruce my go-to Query first thing every day is “New Constituents”, using “Date added” equals <specific date>. I run this to check for accuracy, formatting and to make sure all fields that we use are populated. We do a lot of personalized emails through NXT so if the nickname/preferred name field is blank the email will say “Dear <preferred name>”. That's a no-no!

@Crystal Bruce
Giving Query - Yesterday/this week

@Crystal Bruce My go-to query in Webview is my fundraiser credit verification list that help me make sure all my fundraisers are getting the proper credit on the gifts they are attached to. I love Webview and am really happy to see query here now

@Crystal Bruce I ran the DB - Blank Informal Addressee query to locate records missing this data. The query seems to run faster in web view so that's good since addressee/salutations are an ongoing cleanup in our organization. I also ran DB - Combined Addressee Incorrect and cancelled it to see how long that would take. I was pleasantly surprised at how quickly it would cancel.

@Crystal Bruce I don't know that I have a go-to query in web view, but maybe our giving societies are most queried on for me. I default to web view for anything that I end up uploading a lot of IDs for since the number you can paste is much much higher and getting a number tends to be faster

@Crystal Bruce My most used query is A Gift Transaction Current that I use to identify recent gifts, both online and manually input. It is very useful but to best use it, I also run an export using that information so that I can see the gifts by household with multiple columns for multiple gifts. The query is is tough to efficiently use as a report to my finance office.

@Crystal Bruce Before closing the month, I run a constituent query that reviews the previous 2 months’ donation specifics, membership, constituent active/address status that ensures proper and consistent processing. Since this is a review query, I can sort and adjust columns for the area I’m focusing on.

@Crystal Bruce I was pleasantly surprised by similar the set-up and operation of a query is to database view - criteria, output, sort, results. I appreciate that!

@Crystal Bruce I run a constituent query each morning showing the most recent gifts. We've been relying on query in webview for quite a while, and our experience has been good.

@Crystal Bruce
I'm still training on queries in web view, but am getting more comfortable each time I run one. So far the experience has been a lot easier than I expected.

@Crystal Bruce The report I run most often is a monthly gift report. Was super easy to run and review in web view!

@Crystal Bruce

My most common query is our daily report to reconcile with accounting. Running queries in NXT is no different than running queries in database view. The hard part is getting in the habit of running things in NXT rather than in database view.

@Crystal Bruce I'm new to the organization and started during tax receipt season. As a result, my most commonly used queries were to create a tally of how many consolidated receipts would be emailed and how many would be mailed.

@Crystal Bruce my most commonly used query is the Daily Gifts Report.