Constituent Export not pulling gifts between the specific date range

Chantel M Russ
Chantel M Russ
Fifth Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Raiser's Edge NXT®: General Discussions

Hi all,

Every year we pull an export with donors who give over a certain amount during the prior fiscal year that are associated with a group of campaigns. Also, included in the list are individuals who gave during the fiscal year even if the gift is associated with a prior campaign.

TEST Report.png

When I created the query, I used the dates from 7/1/2024-6/30/2025. In the export we used the same dates and all the giving amounts are correct but the giving history is not. I only see gifts from the years 2021, 2022, and 2023. Can someone explain why this may be happening? I have been working on this for the past two days and the same outcome. Should I update the query? Or am I missing something from the export? Any help with this would really be appreciated. Thank you so much!

Best,

Chantel

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Best Answers

  • Lena Payne
    Lena Payne
    First Reply Kudos 1 Name Dropper First Anniversary
    Answer ✓

    try using brackets for all the criteria starting with OR and to the end

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge 2025 bbcon Attendee Badge
    Answer ✓

    Query is just grouping together the records that you will use in Export. I'm assuming a person with the wrong giving history is in the output of your query.

    So, that means something needs adjustment in your export. Are there gift date criteria set in the export? Go thru the output fields and check any where the "Criteria" tab at the bottom is an option. That's where I would start.

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge
    Answer ✓

    @Chantel M Russ use of parenthesis does not ensure "better result". Your query is perfectly fine without parenthesis in this case (assuming all other conditions are correctly done). What you have is a Constituent query using summary of gift amount field twice:

    Total amount of gift A $500+ (where you have sub criteria for sum of gift A)
    OR
    Total amount of gift B $500+ (where you have sub criteria for su m of gift B)

    I think Lena just misalign-ed your sub criteria for total amount of gift and made that comment about parenthesis.

    As stated by JoAnn, you used the query to "group" constituent that met the criteria of $500+ on total amount of gift A or B, when you go to Export (assuming constituent export) and try to output the gift, it is going to give you ALL gifts by the constituent regardless of date, unless you further filter gift date in Export.

    Note about use parenthesis: it is important to use parenthesis when you need it, it's not optionally make result "better". you may want to take a read on this post I did a few months ago.

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