Template for Colleagues to Request Queries or Reports?

Andrea Olson · April 2021

Hello!

Does anyone use a template from which colleagues can request queries or reports? I'm trying to create something that requests certain parameters, but wanted to see if anyone had any ideas.

Thanks!

Andrea Olson

Joshua Bekerman bCLO, bCRE · April 2021

Hi Andrea, I have a list of sample forms on my website http://bekerman.com/blog/resources/

JoAnn Strommen · April 2021

Our online form for data pulls: https://foundation.sdsmt.edu/information-request-form-

Mark Guncheon · April 2021

JoAnn, that looks great. Is that a form included with your software? I wonder if anyone is using an Outlook form. A colleague suggested trying that to replace the NetCommunity ones we are using right now. We have separate data request forms for :

lists

website updates

events

research

fund creation

appeal creation

email blasts

financial info

Crystal Bruce · April 2021

Hi Andrea Olson‍ This was posted in Community Help, which is for questions about Community. If you could let me know what product community you'd like this in, I'm happy to move it over. Thanks!

Heather MacKenzie · April 2021

Check out this other thread here in the Community:

Data Project Request Form - Blackbaud Community

JoAnn Strommen · April 2021

Mark Guncheon‍ not 100% sure what you mean by 'included with your software.' The form was created by a predecessor. Any forms submitted, come by email to me landing in a specific inbox.

Mark Guncheon · April 2021

If you are using Wordpress for your website design, there are certain form plugins you can use to create forms for your pages. NetCommuntiy has the "Common form" which is what we are currently using to create forms. The submissions through that form are directed to email addresses of those responsible for each data request.

Elizabeth Perron · April 2021

Hi

I have moved this forum post from the Help Forum to the Organizational Developer Community in hopes of getting more product specific eyes & replies...

In harmony and inclusion,

Elizabeth

Blackbaud Community Team

Lisa Saneda · May 2021

Data Request Sheet.docx

Liz Hackett · May 2021

We have recently implemented this using Microsoft Forms and have four separate forms

Data Request

List Request

Data Project Request

Email Request

Thanks to my colleague patrick diment‍ who set these up and linked them to excel and our help desk!!

Margi Baker · May 2021

Hi Andrea,

If you're still looking, our form is on our department website here: https://uwf.edu/university-advancement/departments/advancement-services/data-requests/.

Good luck! -Margi Baker

Mark Guncheon · May 2021

Margi, this looks fantastic. It's enough to help whoever is handling the request but not too much to overwhelm the person making the request.

Margi Baker · May 2021

Thanks, Mark! It has been a tremendous help to us as well as the requesters. I should have added that we have the due date field set to where it has to be at least two weeks out. Despite noting this in two different places on the form, we were getting "surprised" with lots of last-minute requests. They still happen now and then, but at least this forces people to discuss things with us first, so we can assess their needs and plan our schedule accordingly.

Mark Guncheon · May 2021

Our due date is a minimum of five days. Typically, my requests are done sooner but occasionally take longer. We were also getting those "I'm headed to a meeting in an hour and need a list of all donors for the past five years who have donated through family foundations but only on weekdays."

Heather MacKenzie · May 2021

#GNinja

Melanie Cardullo · June 2021

https://form.jotform.com/81405143694153

Cameron Alzubi · July 2021

What powers this? i.e. is this a Drupal Form? and how do you manage these requests as tickets?

Cameron Alzubi · July 2021

I recently found JotForm. This one looks great! How do you manage these requests once submitted? Can you correspond with the requestor in a way that documents all of the work/action taken?

Melanie Cardullo · July 2021

Yes, its jotform, which is extremely easy to use. We used Cherwell to create tickets previously and now we use JIRA, which is free for up to 10 users. If you have Outlook email, when the email notification comes in, a ticket can be created directly from the email with the Jira add-on. The add-on also allows you to send emails directly to the Issue (Jira's term for a ticket). I hope this helps. Thanks for your feedback, also.

Template for Colleagues to Request Queries or Reports?

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