Creating an 'export' on Pledges

Ryan Moore
Ryan Moore
Kudos 1 Name Dropper Participant First Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussions

I'll admit - I don't know much about pledges, but trying to help out some other staff in the office.

So we want to have a report (export? maybe my terminology is incorrect) that has for columns:

  • Name
  • lifetime giving
  • giving to campaign A
  • giving to campaign B
  • last pledge
  • pledge date
  • pledge fund
  • outstanding balance
  • last pledge payment
  • last pledge payment date

Essentially, looking at "Mr. Smith - has given $120k, $70k to A, $0 to B, pledged $100k on May 1st to C, still has $25k to with a last payment of $10k on

They want a report of only those people who've given gifts of $5k or more.

So, make up a simple “gave more than 5k gifts” query

Take that query to export and trying to build out the columns I run into issues with the pledge part.

Easy enough to determine ‘lifetime giving’ (summary of total gift amounts); then giving to the campaigns (took me a while to remember to ‘collapse’ the previous summary to do a new one to allow me to filter of a campaign).

But what ‘criteria’ am I looking for to get the last pledge. I'm assuming gift type is 'pledge', but I'm not see how to bring that into this ‘view’.

Thoughts?

Comments

  • Christine Robertson
    Christine Robertson
    Kudos 5 Name Dropper Participant First Anniversary

    @Ryan Moore I think this can be done in database view Export, but you'd have to do multiple adds of certain fields (such as the Last Gift - once for the Pledge and a second time for the payment).

  • Ryan Moore
    Ryan Moore
    Kudos 1 Name Dropper Participant First Anniversary

    @Christine Robertson
    yeah, i'm trying but ‘last gift’, set to filter only ‘pledge’ type … but what if their last gift technically was some memorial that they didn't apply to their pledge

    I'm probably WAY over thinking this.

  • Christine Robertson
    Christine Robertson
    Kudos 5 Name Dropper Participant First Anniversary

    @Ryan Moore You can set filters on the last gift so I would try to set the gift type to only include pledge and see if that shows you their most recent pledge. If that works, then you can add a second instance of the Last Gift and limit it to pledge payments.

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

    @Ryan Moore If I am reading this correctly, you are asking for two different data types which will require two exports and a join/merge. You are requesting data related to the the last pledge and associated payments, date, etc. But then you are asking for gifts to Camp A & B, which may or may not be related to pledge payments. Its essentially a one to many requests.

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