Analytics In Raiser’s Edge NXT: Export With Affluence Insight™

In this blog post, we will review both the helpful tips for viewing Affluence Insight™ Ratings 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.

WHEN TO USE EXPORT TO REPORT ON AFFLUENCE INSIGHT RATINGS
A great rule to live by in Blackbaud Raiser’s Edge NXT is that Query is for grouping records and Export is for extracting data. When comparing the functionality of reporting on Ratings, Export is my last stop on my reporting journey after starting with Lists and Query. For more on Lists and Query, refer to the “Basic Lists With Affluence Insight” and “Basic Queries With Affluence Insight” blog posts in this series.

Benefits to Export:

• Extract practically any data from Export—for instance summary totals of this year’s giving vs. last year’s giving—whereas Lists has limited column options and Query will display duplicates if you include one-to-many fields.
• Output specific ratings easier than ever in Export after the Raiser's Edge ResearchPoint™ integration enhancements in May 2023. Prior to the updated naming conventions for ratings synced from ResearchPoint, the options for customizing your Ratings output in Export were limited. You may have already learned this the hard way. Now, the ratings have unique rating Sources which enables users to select specific ratings to export.

CREATE THE EXPORT PARAMETER FILE
First, let’s start with the basics. Create a New Export to export Constituents with the format of a CSV file. On the General tab, include a query of constituents to export. For instance, constituents with Wealth Segmentation begins with A (for Philanthropists) or Net Worth greater than or equal to $1,000,000. Select other applicable options. On the Output tab, add your desired fields.

Now, let’s select the Affluence Insight Ratings in the output. You may follow along or bookmark this Knowledgebase article for the steps.

EXPORTING RATINGS WITH “BLACKBAUD ANALYTICS - WP” SOURCE
Prior to the Raiser’s Edge-ResearchPoint integration enhancements in May 2023, all Affluence Insight ratings had the same rating source of “Blackbaud Analytics - WP”. This was particularly challenging with when trying to export specific ratings because you could only limit the ratings by source. The exported spreadsheet then required additional clean up to make it presentable. The process looked a little like this:
If you have not yet re-synchronized Ratings from ResearchPoint after the May 2023 enhancements, consider the benefits of the new ratings naming conventions especially as it relates to exporting data. Use these steps to implement the changes to your ratings.

EXPORTING SPECIFIC RATINGS
Let's go into more detail on how to export specific ratings into separate columns in a spreadsheet with the current ratings naming conventions when you synchronize ratings from ResearchPoint.

Step 1: Add the Ratings Description
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 Description field into the Output section to the right.

Step 2: Select a Specific Rating using 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 or refer to the current rating naming conventions, for example "Blackbaud - Wealth Segmentation".
• Enter the maximum number of 1 Rating to display for that source.
• Optional: Enter a start date.
• Select OK to create the Ratings group.

Right-click on the Description in the output and Customize column header to give it a descriptive name, for example “Wealth Segmentation”. This provides clarity for which rating is displayed in that column when you export the data.

Step 3: Optional: Display Additional Ratings Fields
Add additional fields as desired, for example 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 the other Affluence Insight ratings, e.g. Blackbaud – Net Worth, Blackbaud – Income, Blackbaud – Investments, and Blackbaud – Discr. Spending. You may also want to include Raiser’s Edge NXT Analytics, ProspectPoint predictive models, or other Ratings.

Repeat the process above creating a new group criteria for each Rating Source. For example, you may also want to include the other Affluence Insight ratings, e.g. Blackbaud – Net Worth, Blackbaud – Income, Blackbaud – Investments, and Blackbaud – Discr. Spending. You may also want to include Raiser’s Edge NXT Analytics, ProspectPoint predictive models, or other Ratings.
Step 5: Preview and Export
Preview the export and adjust the export parameter file as needed, then export to a spreadsheet when you are ready.
SUMMARY
Export is a great tool for extracting data from Blackbaud Raiser’s Edge NXT, especially for ratings synchronized from ResearchPoint after the May 2023 enhancements.

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 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!