Query Request Template

Chris LeBlanc
Chris LeBlanc
Eighth Anniversary Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

Does anyone have a template they use when non-RE users ask for queries, lists, reports, etc.

I'm looking for something that will help the recipient decide what they should really be asking for.

Criteria: Single gifts or gift totals, pledges or pledge payments, do they want in-kind gifts included, soft credits, etc.

Then there's the output.

If anyone has something already put together that helps with this, it would be greatly appreciated.


Thank you.

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Comments

  • Ryan York
    Ryan York
    Sixth Anniversary Kudos 1 Name Dropper Participant

    @Chris LeBlanc

    I have found creating an online form can help with data requests. For many of the requests, the form will provide you with the question(s) they are trying to answer. Of course, there will be some that you need to do individual follow-ups before starting on the request.

    It will also provide you a way to organize and manage outstanding requests – and a way to look back at the requests you completed which help with similar requests in the future.

    If distributed, it will also allow the users to see what information is available to them. Eventually, you will see patterns/preferences of those requesting info.

    Some suggested Fields:

    Requested Received Date

    Preferred Due Date

    Completed Date

    Requestor Name

    Purpose of Request (Drop Down, i.e. Phone Call, Email, Mailing, informational only, etc.)

    Type of Data Request (Drop Down, i.e. Giving History, Geographic, Attribute, Constituency, etc.)

    Request Details (Free Form, this is where they'd put in what they are looking for)

    Requested Output (Drop down, i.e. Your standardized output, Contact info, chart/table, count, etc.)

    Requested Exclusions (Drop down)

    Requested Completed By

    Time to Complete

    Query Used

  • Mark Guncheon
    Mark Guncheon
    Tenth Anniversary Kudos 5 Name Dropper Participant

    @Chris LeBlanc We're about to start using a power automate flow for our data request form (and other forms) but here are the basic areas our form covers. This is currently in NetCommunity as a common form which when submitted goes to all who might need to be aware of what is being requested and who is asking for it:

    Your Name
    Foundation market (we are in multiple markets)
    Enter your email so you will be emailed a copy of this request.
    Approval Needed?
    Yes
    No*

    Approver's email address so they can get a copy of this request
    Date needed. A minimum of 5 business days is needed for any request.
    CONSTITUENT DATA
    Constituent ID
    Constituent Codes: Employee, Board Member, Prospect
    First Name
    Middle Name
    Last Name
    Addressee
    Salutation
    Address
    Phone
    Email
    Org Name
    Foundation Market
    Wealth ratings
    I am looking for GIFT DATA:

    Last Gift Amount
    Last Gift Fund
    Largest Gift Date
    Largest Gift Amount
    Largest Gift Fund
    First Gift Date
    First Gift Amount
    First Gift Fund
    Lifetime Giving
    Pledge balance
    CY Year Giving
    Giving by fund(s) – list based on fund(s)
    Giving by appeal(s) – list based on an appeal(s)
    Giving by campaign(s) - list based on a campaign(s)
    Giving by date range
    Gift date
    Gift amount
    Gift type
    Campaign
    Fund
    Appeal
    No gifts
    I am looking for ENGAGEMENT DATA
    Last Action Date
    Last Action Type
    Assigned Solicitor
    Membership Options – FDL/1824/etc.
    Prospect status
    How will this information be used?
    In a sentence, what information are you requesting?
    Any particular funds?
    What dates?
    Do you want these types of donors included?
    Deceased donors
    Inactive donors
    Donors without a current address
    Individuals
    Organizations
    Org Contacts info: Pick one
    I would like contacts kept in their own columns.
    I would like contact information distributed into names, address, phone, email and addressee/salutation columns.
    I don't want contact information.
    Do you want to credit soft credits to the donor, recipient or both?
    Donor
    Recipient
    Both (according to amount in grid)*
    In what form would you like your report?
    PDF
    Excel
    Anything special to note about this request?
    Anything further I should know about this request?

    Most are check boxes; some have a text area for them to enter information.
    Hope this helps. By the way, I put this together based on past data requests and what my typical exports look like when sending to those who request lists.

    Mark

  • Jenny Marquardt
    Jenny Marquardt
    Ninth Anniversary Kudos 3 Name Dropper Participant

    @Vered Siegel
    Completely agree with your suggestion. It has worked for me this way also.

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