Proposals in Export

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Hi Everyone -



I am trying to pull an export of prospects from 2013 through now. I added the ask function to my query and am entering the dates when i run the exxport. Everything that comes out has a date of 2013 or sooner, but it is also pulling older dates (on the same line) if they had things prior to 2013. Is there a way to filter out everything from before 2013? 



i chatted with support and they suggested i change my export criteria to not include so many lines be pulled - however now by only pulling one line, it is only pulling the first proposal. 2007, 2009...etc.




My DOD is requiring a very custom list be pulled, and i dont have access to crystal so export seems to be my only option. Any advice?

Comments

  • I've noticed similar limitations all over the export function. It seems ridiculous that you can't stipulate a time range for things like prospect info, action notes, etc. 



    As it is, when doing things like this I just have to export as many columns as it takes to cover all my bases and then clean everything up in Excel, which is not exactly a great use of my time. This is in my top 5 biggest gripes about RE.
  • I am wondering if this is one of a few times a query export is the right way to go?
  • I think you'll find a similar problem with the query export, except you'll see duplicate constituent data in separate rows, with your prospect info being the only thing different (assuming you're not also exporting other info that could cause data duplication, in which case you will have a cascading set of problems). 



    If the prospect data is the only thing that could cause duplicate rows in a query export and you find that particular type of export easier to clean up, then I see no reason not to use it. It's true that exporting straight from the query is the wrong way to go, but if you're sure of what you're doing and what you're asking for, there shouldn't be any real problem.
  • This is a well known issue and discussed many times here before.  Because there is no such thing as a Proposal Query or Export you're stuck exporting every Proposal on a Constituent record and having to filter to just the Proposals you want outside of RE.



    Add your votes here to get this addressed in a future version of RE:  http://rediscovery.uservoice.com/forums/137015-raiser-s-edge-discovery-topics/suggestions/2861856-make-proposals-a-record-like-gifts-that-can-be-exp
  • I figured there was a link to vote on this somewhere, and I also figured you'd be able to provide it :) Thanks!

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