Query in RENXT Web View Helpful Resource

John McManus
John McManus
Second Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Raiser's Edge NXT®: General Discussions

Queries in both views are in synch realtime. So if you're in the middle of working with a query in web view and still feel like classic query is your comfort zone, you can instantly go into database view and pick up with that same query where you left off. The same goes in the other direction. Your queries in database view are all available in web view. 

There are some great new features you can take advantage of right now as well. Aside from the great web browser interface, new functionality includes:

  • Copy and paste values using one of operator is a lot easier and you and paste up to 2,000 values
  • Click drag and drop criteria, output and sort fields
  • Search for your queries much faster and easier
  • From the list of queries, you now select to run a query from the query menu to run in the background. You’ll receive a notification when it completes.
  • From the query editor, you can now select to copy a link to the Results tab
  • Export query results in less steps
  • In addition to display My queries only checkbox, you can also filter on Favorites, Recent Queries, and Merged Queries only
  • Ability to open write off records directly from query

Now, for the time being, there are a few limitations but that said some of the content in this post may have as brief a shelf life because Blackbaud is on the fast track in constantly releasing new functionality and features. For now they include:

  • No shortcut to recently accessed queries
  • No right-clicking options in web browser
  • Query properties not available
  • No shortcuts to click drag and drop fields to tabs that are not open

As you see the new features clearly outnumber any loss in functionality. However, due to low usage in database view, the following aren't currently planned for web view per Blackbaud Query in Web View Help center in RENXT:

  • Query lists (Note: You can use Lists to add and remove records as you need.)
  • Query control report
  • Giving score queries
  • Visual Basic Application (VBA) fields
  • Median, Mode, and Consecutive Years Giving summary fields
  • NetCommunity fields

If you'd like to see any of the above database view features in web view, you can vote for them in the Idea Bank (link below).

https://community.blackbaud.com/products/raisersedgenxt/ideas

For more information, please visit the Query section under Raiser’s Edge NXT Help (link below).

https://webfiles-sc1.blackbaud.com/files/support/helpfiles/rex/content/re-db-to-web-query.html

Tagged:

Answers

Categories