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Export Confusion

Last post 04-30-2009 3:56 PM by Kevin Brunson. 3 replies.
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  • 03-25-2009 9:30 PM

    • Syed Quadri
    • Not Ranked
    • Posts 2
    • Organization: Islamic Relief
    • Products:  The Raiser's Edge

    Export Confusion

    Okay I am trying to export

    • ID
    • Name 
    • Outstanding '08 Pledged Amount (First Gift> Last Calendar yr> Gift Type:Pledge-- "gift amount") 
    • Oustanding '08 Pledge Bal (Last Gift> Last Calendar yr> Gift Type:Pledge-- "Pledge Balance")
    • '09 Payments towards '08 Pledges (Per Const Gifts to export 5, Gifts> This Calendar Year> Gift Types:Pay-Cash,Write Off-- "Gift Date, Gift Amount") 

     I configured my export properly (i think) and its not exporting the donors who pledged twice in 2008 and still have an outstanding pledge.  It only exports one of their pledges.

     

    Please advise!!  Gracias!

     

  • 03-26-2009 10:04 AM In reply to

    Re: Export Confusion

    Based on the definition of first and last there can only be one of each.  You can not have more than one first gift, nor can you have more than one last gift.

    What you simply need to pull are gifts. 

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 03-26-2009 10:39 AM In reply to

    Re: Export Confusion

    How many records are we talking about?  Maybe a not paid pledge report will do.

    Smile

  • 04-30-2009 3:56 PM In reply to

    Re: Export Confusion

    Syed, it looks like you are getting these results because of the field you are selecting to export.  It looks like for your Outstanding '08 Pledged Amount and Balance, you are selecting from the 'First Gift' and 'Last Gift' fields.  If you are looking for total Outstanding 08 Pledged Amount and Balance, I suggest pulling this values from the Summary Information section.  To do this, in your Export go to the bottom of the fields in the Available Fields to Export list on the left side of the screen.  At the bottom go to Summary Information, Gifts, Total Gift amount.  We are going to use this field two times, so use solution BB3503 to select this field.  On the criteria screen select the date range and any filters.  On the Gift Types tab select only Pledge and make sure 'use gift balance instead of gift amount' is not checked.  Select the Summary Information, Gifts, Total Gift amount field again using the steps in solution BB3503.  This time select your date range and filters and on the Gift Types tab select only Pledge and make sure 'use gift balance instead of gift amount' is checked this time.  This will export the total pledged amount for the first value and the total pledge balance for the second value.  You could repeat this for the 09' Payments towards 08' Pledges if you didn't want each individual gift and were OK to see the total amount.

    Please let me know if you have any questions.

    Kevin Brunson
    Senior Product Lead – Arts & Cultural Solutions
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