Fund Relationship Query

Patty Lewis
Patty Lewis
Second Anniversary Name Dropper Facilitator 1 Blackbaud Certified
in Blackbaud Raiser's Edge NXT®: General Discussions

I have a list of Fund ID's and need to get a list of the Constituent ID's for the constituents identified with a specific relationship so I can export Constituent information for each and assign an action to their record. Thanks in advance for any help!

Comments

  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @Patty Lewis - Welcome to BB Community! Within DBV, open a new Constituent Query, within the Available Fields on the left side locate: Relationships > Funds > Fund ID. Utilize the pop-up to locate the funds in question; check the Results tab to ensure it is returning the expected results. Save and close the Query, and then utilize an Export file to get the data out of RE.

  • Patty Lewis
    Patty Lewis
    Second Anniversary Name Dropper Facilitator 1 Blackbaud Certified

    @Patty Lewis Thanks Austen. Unfortunately, I have around 1,200 Fund IDs and it does not allow me to copy and paste them into the dropdown, they have to entered one by one. Was hoping there was a better way to do this.

  • Lucy Ruiz
    Lucy Ruiz
    Sixth Anniversary Kudos 4 Name Dropper Participant

    @Patty Lewis you could import a value to these fund IDs. Eg like a fund attribute. Then query on all the funds that contain this specific value. Query from there.

  • Patty Lewis
    Patty Lewis
    Second Anniversary Name Dropper Facilitator 1 Blackbaud Certified

    @Lucy Ruiz Thank Lucy. I thought that was a good solution but the Fund Attribute field is not available in a constituent query. Unless I'm missing it.

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