Exporting constituent records that include Planned Giving Liklihood

Amy Hough · April 2016

Hello!

I'm a novice when it comes to query and export. I'd like to create an export that includes the PGL score, but I'm having trouble finding the Output field for it. Currently, I have Prospect - Ratings - Source as the Output, with multiple Source selected. After opening the export, the PGL shows up, but not in the same column for every constituent. I hope this makes sense. Thank you for your help.

Ryan Hyde · April 2016

Given the complexity of the Prospect module, you should probably actually hop on chat support. I don't mean to be dismissive at all, but chat support is really great and given how few people on here have the prospect module and have a sense of what you're talking about, you may end up waiting quite a while for something that that chat support can coach you through in 15 minutes.

https://www.blackbaud.com/casecentral/casesearch.aspx

Nicole S · April 2016

I imagine that the PGL is probably a rating, status, or something on your prospect tab. You'd have to look under prospect, ratings, status, classification, etc. to find it. It's probably unique to your org since everyone sets it up a little differently.

Exporting constituent records that include Planned Giving Liklihood

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