Analytics in Raiser’s Edge NXT: Export With Affluence Insight
Affluence Insight ratings are used to prioritize prospect research and fundraising efforts by estimating a donor's wealth and targeting their communications more strategically using donor personas. Once you’ve confirmed that you need a more complex spreadsheet than what you can download from Lists or Query, then try Export. In this post, you will learn key tips and tricks for extracting Affluence Insight ratings using Raiser’s Edge NXT Export.
When comparing the functionality of reporting on Ratings in Raiser’s Edge NXT, Export is my last resort after trying Lists and Query. A great rule to live by in Raiser’s Edge NXT is that a user should use Query to group records and Export to extract data, however you may find that the options for customizing your Ratings output in Export are limited. You may have already learned this the hard way.
Before you open Export in database view to create a spreadsheet to report on your Affluence Insight Ratings, I encourage you to try Lists and Query first. The most significant benefit to using Lists or Query is that you can select a specific Rating to display in each column. For more on how to report on Affluence Insight using Lists and Query, refer to the “Basic Lists With Affluence Insight” and “Basic Queries With Affluence Insight” blog posts in this series.
The challenge with using Lists and Query often boils down to not having the right fields to display in the output. For instance, you may need to include summary totals of this year’s giving vs. last year’s giving, their top 3 constituent codes, or other one-to-many fields. There may be a good reason to go to Export but be wary—you may find yourself with more cleanup work in Excel than you realized. In this blog post, we will review both the challenges and helpful tips for viewing Ratings data in an Export when Lists and Query will not meet your reporting needs.
If you are not sure if your organization purchased Affluence Insight, check out the “Getting Started With Affluence Insight” blog post to learn more.
ADD RATINGS TO EXPORT PARAMETER FILE
If you conclude that you need to use Export, then here are some tips to reduce your spreadsheet cleanup efforts. First, let’s start by walking through how to include Ratings in your Export.
Create a New Export to export Constituents with the format of a CSV or XLSX file. On the General tab, include a query of constituents to export. For instance, constituents with Target Analytics Wealth Segmentation begins with A (for Philanthropists) or Target Analytics Net Worth greater than or equal to $1,000,000. Select other applicable options. On the Output tab, add your desired fields.
Now to the Affluence Insight Ratings.
Step 1: Find the Rating
To add Ratings, navigate to Prospect (if you have the RE:Search module) > Ratings in the available fields section. Select or drag-and-drop the Category field into the Output section to the right.
Step 2: Configure Ratings Group Criteria
You will be prompted to enter the Ratings group criteria—essentially which Ratings you want to display.
- Change the radio button selection to “Selected Records” and select only 1 Rating Source to the right. Tip: If you are not sure what to select, check the Ratings tab on a constituent record to determine the Rating Source.
- Enter the maximum number of Ratings to display for that source. If you imported your Affluence Insight Ratings then enter 5 (for most of you) or 18 if you have the Enterprise version (for some of you). For organizations syncing models from ResearchPoint, you may have additional data appear in the results other than just the Affluence Insight model scores, for instance Estimated Wealth Rating Value - WP. The number of ratings with this source may vary depending on your integration settings. I recommend starting with 12. You can always modify this number later if you have too many or too few columns to display the Ratings.
- Optional: Enter a start date. This is important for organizations with multiple years of Affluence Insight models in the database. It can also be helpful for sorting the Ratings when you export the data.
- Select OK to create the Ratings group.
Step 3: Display all the Ratings Fields
Add Description under the Ratings group header. Add additional fields as desired, for example Source and Date Added.
Step 4: Add Ratings with a Different Source
Repeat the process above creating a new group criteria for each Rating Source. For example, you may also want to include Raiser’s Edge NXT Analytics, ProspectPoint predictive models, or other Ratings.
Step 5: Customize Column Headers
The final step is to clean up the column headers so that the exported spreadsheet will be meaningful to those using it. For example, change “Category” to “Affluence Rating” and “Description” to “Affluence Value”. You will want to change the column headers in the spreadsheet later, but this will get you started.
Step 6: Preview and Export
Preview the export and adjust the Ratings group criteria as needed, then export to a spreadsheet when you are ready.
SPREADSHEET CLEAN UP
Now that you’ve exported the results into a spreadsheet, you need to clean up the spreadsheet so it is ready to share to your team. When preparing a spreadsheet for my boss or a colleague, my goal was to make the data as clear and concise as possible. It took time, but it was worth it to get fewer questions coming back to me after I sent them the spreadsheet.
Here are some clean up tasks to consider for your analytics analysis:
- Sort, copy, and paste the values in the “Affluence Rating” (Category) and “Affluence Value” (Description) so that each Affluence Insight Rating score displays in unique columns, for example so only Target Analytics Wealth Segmentation values will be in that specific column. Keep the Category and Description combination together when you are copying and pasting so you don’t misplace the Rating.
- Rename the “Affluence Value” (Description) columns with the name of the Affluence Insight Rating (Category), for example Affluence Rating_1 may become “Wealth Segmentation” or “Affluence Donor Category”.
- Delete the “Affluence Rating” (Category) columns as they are no longer necessary with new column headers.
Export is a great tool for extracting data from Raiser’s Edge NXT, however it is not always the best tool to use when reporting on Ratings. If you find that Query and Lists do not quite meet your needs, try Export but keep in mind that you may have additional cleanup work to prepare the spreadsheet before it is ready to be shared with your team.
I hope you found this blog post helpful in clarifying how to use Export to extract Ratings data, especially using the Affluence Insight models. If you would like to learn more about exporting other models, I recommend the “Export with ProspectPoint Models” blog post. Check out other posts in the “Analytics in Raiser’s Edge NXT” series is listed at the end of “The Best Reporting Tool” post.
Do you have other Ratings Export tips you would like to share? Comment below to share with the Community!