Pulling data from a specific appeal

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Alison Hanna
Alison Hanna ✭
Tenth Anniversary Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
We would like to compare our 2015 Year End Appeal to our 2014 Year End Appeal, to see who gave last year and this year. The only info that I need is the constituent name and the donation amount for those appeals. My problem is, not only duplicates, but even though I am telling my query to only pull from the 2014 Year End Appeal, it is still pulling from all appeals, which means all gifts for any constituent that donated to the 2014 Year End Appeal. Why is it pulling that other info, and how can I just pull the name and gift amount for that specific appeal? Any suggestions? Thanks!!
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  • Jen Claudy
    Jen Claudy ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    So you are looking at just gifts received, not response %?  If so, then start with a Gift Query.  Partway down is Appeal, select Appeal ID equals ___, put ConstName and GiftAmt on the Output, and this should be what you want.  If there are split gifts, or pledges & payments, or recurring gifts and recurring gift payments, you'll have dupes, so you may want to add Gift Type to your Criteria.



    To see who gave to both, do a second Appeal ID equals ___ and change the operator to AND.  You'll see both of their gifts, but you can Sort by Appeal ID and then be able to see the 2014 gift above the 2015 gift.



    If this doesn't do what you need, please clarify where I'm misunderstanding!
  • shani traum
    shani traum ✭
    Ninth Anniversary Facilitator 2 Name Dropper May 2023 Monthly Challenge
    Create a constituent query with the criteria as follows...

      Gifts...appeal...appeal one of (select the appeals you care about)



    Create a constituent export.  When you select Gifts...Gift Amount as an export field, it will allow you to filter - select one of the appeals in question.  Once that gift amount field has been saved, select gift amount again from the field list on the left, dragging it to the top of the output list on the left.  This will be a new gift amount, letting you add the filter.  Select the second appeal in question.



    This will list everyone who gave to either appeal, with amounts for those who gave to last year in one column and those who gave this year in another column.  Each name should appear only once, but the amounts will be split into seperate columns, side by side (see below).



    On the output fields on the left, if you right click where it says gift amount, you can change the column heading to 2015 (or whatever you want it to say).  Do the same where it says gift amount 2 - changing it to 2016.



    When you export the report, the revised column headings will come over as well.



    Name      2015      2016

    Shani      50.00    25.00

    Allison     ----       15.00

    Jon         10.00     ----



     
  • shani traum
    shani traum ✭
    Ninth Anniversary Facilitator 2 Name Dropper May 2023 Monthly Challenge
    Oops!  I think I lied on my suggestion email.



    You will get duplicate rows, but the amount info will be in separate columns, so if you sort alphabetically, you can cut and paste onto a single row and get rid of the extra lines.  Annoying and a time drain, unfortunately.



    But you will still have the giving, for just those appeal, in separate columns.  And for those who only gave to one appeal, there won't be any cleanup needed.



    So, semi-helpful, I hope!
  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    You should be able to get this info by reports.  The cash receipts journal can list the constituent, gift amount and appeal by filtering on those two appeals.  Sort by constituent and you can easily see which gave to both.  Some unneeded columns of info.  Can also use report to create an output query.



    Just another option.  Seems a bit easier.
  • John Heizer
    John Heizer ✭
    Ancient Membership Facilitator 3 Photogenic

    shani traum:

    Oops!  I think I lied on my suggestion email.



    You will get duplicate rows, but the amount info will be in separate columns, so if you sort alphabetically, you can cut and paste onto a single row and get rid of the extra lines.  Annoying and a time drain, unfortunately.



    But you will still have the giving, for just those appeal, in separate columns.  And for those who only gave to one appeal, there won't be any cleanup needed.



    So, semi-helpful, I hope!

    To avoid duplicate rows using a Constituent Export select Summary information > Gifts > Total Gift amount (and in the criteria for that summary put only the desired Appeal).  The repeat for the 2nd Appeal.  That should give only one row per Constituent with a column for each Appeal.  But JoAnn is right ... this can be done much more easily with one of the canned reports.

  • Christine Cooke 2
    Christine Cooke 2 ✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    There is a canned report for this.  Analytical Reports >> Comparative Report



    Set up which FYs you want to compare, you can do two or more.  And you will get Names and the amount given each year.  You can filter on Appeal(s)  Do dupes.  Ta da!
  • Alison Hanna
    Alison Hanna ✭
    Tenth Anniversary Photogenic First Reply
    Thanks for all your help! I did end up pulling the comparative reports instead. It was easier that way. I swear I tried that and I couldn't get it to work (maybe it was a dream;). Again, thanks so much! 

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