Querying Account and Project Balance from SQL Database

Teresa Ventura
Teresa Ventura
Name Dropper First Anniversary
in Blackbaud Financial Edge NXT® General Discussions

We are looking to query on a daily basis the current balances for each Account and Project in Financial edge. We are using a locally hosted version, so the API is unavailable. What is the correct format to query? It appears that FE uses some temporary tables to create a "closing" in order to the get the balance as of a certain date but I have been unable to find any documentation on it

@Financial Edge

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  • Liz Hartman
    Liz Hartman
    Tenth Anniversary Name Dropper Participant Facilitator 1

    @Teresa Ventura I run a quarterly query of DAF balances for our Development team, and I use the “Ending Balance” under the Summary drop down. It's not perfect because it is more of a net asset balance since it reduces the pool balance for any outstanding liabilities, but it was the best option I could find. Let me know if you'd like to talk further! (lhartman@cnycf.org)

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