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  • Re: Import/Export between EE and RE

    Hi Kimberly, I'm going to be looking at this next week. Have you had any luck? Any guidance you can provide? Thanks, Ken
    Posted to Forum by Kenneth Coakley on 02-10-2012
  • Changing options on exports created in Query

    I report on gift batches daily to our finance department in the form of a spreadsheet created through a gift query. I prefer exporting from Query to doing it from Exports for this one report for a bunch of reasons that I won't bore you with here. When I create this export file and open it to make...
    Posted to Forum by Nicole Holt on 02-08-2012
  • Number Attended

    Hey folks, I hope someone else here can point out an easy solution that I am overlooking. I need to export all the events we held in the last year, where we held them, and the number of people that attended each one. So I built an event query and an event export, but I can't for the life of me find...
    Posted to Forum by Stephen Leboutillier on 01-26-2012
  • Re: Exporting constituent and gift information question

    I run an export with similar info - total for each year to annual fund. Maybe a simple thing - did you click on Summary Information > Gifts > Total Amount field? You may have the criteria but just missing the field in output to show it :) My output lists: Summary Information Gift Total gift amount...
    Posted to Forum by JoAnn Strommen on 01-20-2012
  • Export or Report that shows Cash, Pledges and Pay-Cash

    Hi RE world: Does anyone have an example of an export (or report) that would show FY giving to date broken out by Cash gifts, Pledges and Pay-Cash (payment received on pledges)? I usually create a board report using our Appeal Summary Report to show receipt for Cash and Pledges combined but I’ve had...
    Posted to Forum by Jane Coughlin on 11-30-2011
  • Conditional action export merge letters are blank

    My merge document is blank, except for the section breaks, when I do a conditional merge action export. The condition has been met in all actions. The document is based on an action query in which all criteria are met.
    Posted to Forum by Miriam Amata on 10-26-2011
  • Does anyone find the Fund Relationship Export Plug-in useful?

    I finally got a chance to check out the Fund Relationship Export plug-in and I'm confused. From what I understand, this plug-in is supposed to get around the lack of access in export to relationship fields that would let you export out addresses for mailings. But in the plug-in, you have to specify...
    Posted to Forum by Gina Gerhard on 10-25-2011
  • Database Manager-Bloomfield, CT

    Fidelco Guide Dog Foundation, Inc. Bloomfield, CT The Fidelco Guide Dog Foundation, Inc. is dedicated to promoting increased independence to men and woman who are blind by providing them with the highest quality Guide Dogs. The only guide dog school located in New England, is a non-profit organization...
    Posted to Forum by Diane Lindeland on 10-24-2011
  • Would anyone be willing to share a Report card created in Crystal Reports?

    We are new to EE and Crystal Reports and we have found that the canned report cards in EE just don't give a lot of options to making the report cards look nice or all the info we would like to include. We were wondering if any one would be willing to share their Crystal Report of their Report Card...
    Posted to Forum by Fritz Troxell on 10-06-2011
  • Re: Best way to query parents of students so that the output is on one line per parent.

    Sue – I rarely include address or contact information in a query – since the output will create one line for each contact type selected. I usually write a query that selects the group of people and then use an export to give me the detail I am looking for. That said – the query and export you are going...
    Posted to Forum by Candace Chesler on 10-04-2011
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