The Power of Query in Web View (Global) 9876

The Power of Query in Web View (Global)

Published

The much-anticipated Query functionality in Blackbaud Raiser’s Edge NXT® web view is now generally available, offering a more streamlined, user-friendly way to access, organize, and act on your data in web view.

Query isn’t just another feature. Our super-users tell us it’s one of the most valuable tools in Raiser’s Edge NXT database view, helping them efficiently and smartly segment records to pull the data necessary for informed decision-making and all manner of exports and reports. The transformation of Query was not taken lightly; it was approached with meticulous attention to ensure it aligns with your expectations. In addition to our own development plans, we have gathered detailed input on our work from hundreds of engaged power users all along the way. We hope you will find that web view Query in Raiser’s Edge NXT offers the same robust functionality and power as database view Query—with the added advantage of several upgraded features designed to enhance usability and efficiency, making data management more intuitive and effective.

Key Benefits of Query in Web View
  • Simplified Workflow: The intuitive interface, all in web view, reduces the learning curve, saving time and ensuring accurate data queries.
  • Designed to Meet Today’s Needs: More accessible, greater data sharing capabilities, improved copy-and-paste functionality, and more.
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Web View Query: Frequently Asked Questions
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Will my database view queries appear in web view?
Yes, all queries that you can access in database view will also appear in web view, excluding queries that are not supported in web view.
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Do changes in web view Query reflect in database view, and vice versa?
Yes, any updates made in web view Query will synch with database view and changes made in database view will automatically reflect in web view. Both interfaces are fully integrated to maintain consistency except for the few query types that are not supported in web view.

What Query features are not supported in web view?
Certain Query features are not supported in web view. These include:
  • Query lists
  • Query control report
  • Visual Basic Application (VBA) fields
  • Median, Mode, and Consecutive Years Giving summary fields
  • NetCommunity fields
  • Giving score query
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Is Query “finished” in web view or will you continue building (or “iterating”) on it?
Work is still in progress to deliver more features in the near future:
  • Inclusion of queries in other parts of web view (such as the ability to search for a query on which to base an email marketing send or to include a group of records in a dashboard)
  • Address Processing fields
  • Bulk Query deletion
  • Flattened web view query results (like database view Export module)
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Do user permissions carry over to web view?
Permissions in database view are fully reflected in web view, with one exception: Web view export permissions are managed separately under Security > Role Management > Analysis roles > Create role. This permission is also required to execute queries through the new Query API.
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What new Query features will I find in web view?
Web view introduces several enhancements that make web view Query more dynamic and user-friendly, enhancing your ability to manage and unlock your data’s full potential. These include:

Expanded Criteria: Query up to 2,000 “one of” values.
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Dedicated Options Tab: Previously located under Tools in database view, now streamlined into its own tab in web view.

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Shareable Query Links: Generate and share direct links to specific queries.

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Enhanced Export Process: Exports now download directly into your browser’s downloads folder. When exporting from the main Query page, exports process in the background, with notifications upon completion.

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Query API for Raiser’s Edge NXT

Use of Query API is included with your Raiser’s Edge NXT subscription. This allows you to use the full functionality of Query to share data outside Raiser’s Edge NXT and to integrate with other systems and data sources. Learn more about Query API.

Want to learn more about web view Query? As we continue to gradually build complete workflows in web view, we remain committed to delivering value at each stage. By releasing features iteratively, we aim to help you benefit from enhancements as they become available while gathering feedback to build the future of Raiser’s Edge NXT. Together, we are creating a robust, total web solution that empowers your mission.
News Blackbaud Raiser's Edge NXT® Blog 12/11/2024 12:36pm EST
Added by Tanya Fitzgerald
  

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1 Comments
Karen Diener Karen Diener 6d

I understand that you are still iterating on the functionality in webview and listed some specific items. Critical items not on that list are the median, mode, and consecutive years giving summary fields. I personally have only used consecutive years giving, but other users may have a use case for median and mode. Are those on the roadmap to be added?

Tanya Fitzgerald Tanya Fitzgerald 49m

Hi Karen-

I have checked with our Product Management team and based on low usage, we left those out of our first iteration of Query so we could focus on higher-usage and higher-value functionality for customers. If we continue to get feedback that those fields are critical to Query, we'll consider them as we continue enhancements. Again, thank you for your feedback and I will make sure to note this request.

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