nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Building a DBV Query in NXT

Rachael Haffey

We are currently running a query in database view to reconcile gifts with our finance department every week. From database view, the export includes coulmns for GL Debit and GL Credit. When I try to recreate this query in NXT, I can't get those columns to populate with the information, even though I am including this in the output. Does anyone know how to fix this?

Find more posts tagged with

Query Import Export

RaisersEdge7 Databaseview

Web View

Accepted answers

All comments

Tatyana Leifman

This might be a glitch that should be reported to support. I just did a test query and the GL Debit & Credit accounts populate in the gift query output.

Alternatively, have you tried to run the query you created in dbv in NXT/wv without changing anything?

Rachael Haffey

I tried to recreate the query exactly in NXT, using the same criteria and output. The debit and credit account numbers show up when I export from database view but not when I export from NXT.

Tatyana Leifman

What happens when you set up the query in dbv view but run it in NXT?

Rachael Haffey

This was an exisiting query from before I started working here, set up in dbv. I found it in nxt but the output doesn't include the debit and credit columns at all, so they don't show up on the export. I added them and that still didn't do it.

Tatyana Leifman

I think it's a glitch and you'll have to open a ticket with support. I've tested an existing query set up in dbv to which in WV I added the GL debit & credit columns and they populated. And I've set up a gift query from scratch in WV and set output fields for GL Debit & Credit, and both populated.

Rachael Haffey

Thank so much for looking in to this and offering suggestions, I will reach out to support.

Roberta A. Gilbert

It could be that your AND & OR lines are in the wrong order. If the query isn't very long, can you paste the criteria into a post here?

Rachael Haffey

I spoke with support and they said that the export functionality in database view is not the same thing as the export button on the query in NXT. I am new to Raiser's Edge and haven't done much in database view. My specific problem was with the GL debit and GL credit fields. The technician said he would look in to why these columns would not populate.

The criteria is just gift date between.

Tatyana Leifman

https://community.blackbaud.com/discussion/comment/316492#Comment_316492

One of the test queries I ran yesterday was exactly that: query type=gift; criteria: gift date= this week. Output: Fund—>Distribution—>Credit Account number, Fund—>Distribution—>Debit Account Number. The results tab showed the numbers. So, if you can't get that, there may be a glitch.

Carlene Johnson

Have you tested this using the exact same group of gifts in both DBV and WV?

Are you using - or has anyone in your org - ever played around with the Post to GL functionality in WV?

Having gifts sitting in the posting area that are marked as "Not Posted" means that those gifts are being held in a pre-posted state and the GL numbers will not export, show up in query, or be viewable on the the gift itself even though the gifts have not yet been posted.

You must reverse that batch of gifts so that they are freed up to have the GL #s viewable.

I've shared this with Blackbaud as being problematic (bug) but to my knowledge it has not yet been resolved.

Can you let us know if this was the case for you?

Rachael Haffey

Well this is probably the issue. We always select "do not post" on our gifts when we put them into NXT because we don't use Blackbaud Financial and didn't realize it mattered. This makes perfect sense. I will play around with changing that and see if it fixes the problem. Thank you so much for your feedback!

Carlene Johnson

https://community.blackbaud.com/discussion/comment/316509#Comment_316509

Hi Rachael,

To clarify - Do Not Post should NOT affect this at all. The issues is when any not posted gifts are "stuck" in the webview posting module - which functions differently than the DBV posting.

Again - if there is nothing in the WV Posting module labled as "Not Posted" then this is not the issue.

Happy to hop on call with you to help troubleshoot your issue because now I'm just curious… I'll send you a PM.

Katherine Mannion

Ahhh! You guys might have just made my Friday! Earlier this week I was tinkering with my reconciliation process and was wondering why the account numbers were available in WV query, but nothing was showing in the output….now I know why! We don't post, so that must be it. I'll have more time later today to test.

PS. You're right, @Carlene Johnson, it shouldn't affect the output, but this is RENXT. It's what keeps our lives exciting! 🙄

Roberta A. Gilbert

This isn't specifically about queries but, worth mentioning anyway. We have both RE NXT and FE NXT integrated, and in the process of pulling gift revenue from RE into FE, I learned some time ago that marking a gift "Do Not Post" is not the same as simply not posting it. "Do not Post" is a decision made for that individual gift, and it is no longer waiting for a next step, once you decide it should not be posted. But gifts which sit there because nobody made that decision to post or not post them, are in limbo, and can throw off reconciliations between the two modules (FE and RE).

Rachael Haffey

Hmmm, we don't use Financial Edge but there is a batch in the posting section… if I click post to get rid of it, will that mess anything up? It's from way before I started, i have no idea what it is.

Carlene Johnson

https://community.blackbaud.com/discussion/comment/316532#Comment_316532

If it is sitting in WV posting area you will want to "reverse" it. I'd be curious to know if any of the gifts in that batch were the ones that were showing without the GL numbers. Once you reverse it, take a look at the gifts again in your query and let us know if the numbers now appear.