Same summary fields in export as you have in query.

Same summary fields in export as you have in query. For example, total receipt amount in available in query but not in export.

  • Leah Ross
  • Feb 16 2012
  • Reviewed: Voting Open
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  • Sharon Martin commented
    August 30, 2021 13:46

    I vote Yes!

  • Admin
    David Springer commented
    August 27, 2021 18:21

    Changing the status of this idea to Voting Open because it's been reviewed. While not currently planned, this will remain open for voting and future consideration as a change.

    Please note this idea represents only adding the same summary fields that already exist in Query to Export. Other ideas, like adding additional summary fields that don't exist yet, adding other fields to export, or changing the way export currently calculates, should be submitted as separate ideas.

  • Guest commented
    March 17, 2016 22:32

    to repeat myself - consistency is #1 in creating & maintaining a good database. Should be the same for developers as users. Make RE consistent throughout!

  • Kelly Coffey commented
    March 17, 2016 22:32

    Consecutive Years Giving is another summary information field that is available in query, but not in export.

    By the way, right now it calculates incorrectly in query and there is a request in for programming to review it.

  • Guest commented
    March 17, 2016 22:32

    Totally agree with Same Summary Fields in Export as Query. We must use a query when we print giving statements because Receipt Amount is the only field that contains the Charitable giving amount.

  • Guest commented
    March 17, 2016 22:32

    Totally agree with Leah - We must use a query to do giving statements because export doesn't offer summary receipt amount.

  • Guest commented
    March 17, 2016 22:32

    In query I can chose specifically what prospect rating I want but can not do that in export and have to spend a lot of time cleaning up the export to get the rating I actually want.

  • Guest commented
    March 17, 2016 22:32

    Heather Souders - you may want to create or vote for another topic than this one. This idea is specifically talking about summary fields, not other fields in export like ratings.

  • Guest commented
    March 17, 2016 22:32

    Yes...especially the summary receipt amount. And I also love Vici's comment "Consistency Throughout". If its functional here, make it functional elsewhere as well.

  • Guest commented
    March 17, 2016 22:32

    This is a problem that I encounter and often drives me nuts. You can find specific info in a query, but then cannot access it when exporting. So I endorse the "Consistency throughout" idea. Particularly when trying to use "this fiscal year", it is available in one area, but not the other...

  • Guest commented
    March 17, 2016 22:32

    I'd also like to request consistency throughout. It would help if the same fields were available in Export as in Query (for example, Gift Instalments Starting On doesn't seem to be exportable). Also the same names should be used across the system. I registered today to suggest this so I'm glad to see this is already here and popular!

    I'm about to check whether my other suggestions are already here, namely being able to view the field header names - e.g. CnBio_ID - within Query/Export/Import - perhaps by right-clicking? Also being able to see some actual data for any given field - again maybe by right-clicking? It would be helpful to quickly be able to check whether output is as expected.

  • Guest commented
    March 17, 2016 22:32

    A user would like to be able to export Mode from Summary Information/Summary for Gift

  • Guest commented
    March 17, 2016 22:32

    I would like to be able to see total raised in the Appeal Export!

  • Guest commented
    March 17, 2016 22:32

    The Constituent Code for a relationship would be very helpful in an export

  • Guest commented
    March 17, 2016 22:32

    Anonymous - this suggestion is in relation to summary fields, which are a specific set of fields in export which summarize information. If you want this field added to export, you may want to add it to another suggestion or create a new suggestion if an appropriate one does not exist.

  • Kelly Coffey commented
    March 17, 2016 22:32

    "Total Given" is an option under summary information in a fund query, but not a fund export.

  • Guest commented
    March 17, 2016 22:32

    A favorites section would be FABULOUS!

  • Guest commented
    March 17, 2016 22:32

    I need to export "Gift instalments ending on" as per the query. Please make it so..

  • Guest commented
    March 17, 2016 22:32

    Anonymous - this suggestion is limited to summary fields - not all fields in Export. You may want to add your votes and comments to another suggestion, or create one if one does not exist. I would hate for your request to go undone because BB corrects the summary fields only.

  • Guest commented
    March 17, 2016 22:32

    Jenn, Kevin DeCloux mentioned in the comments "Same Summary Fields in Export as Query". I think most would prefer that everything that can be output in query, also be available for output in Export. The summary fields allow us to aggregate data, and without which, adding in a column to (for example) state the total value of someone's gifts involves either pivottables, or Access aggregation, or exporting an additional query. It's tedious and time-consuming.

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