Ability to export giving info and specific wealth screen data

If your organization recently conducted a wealth screen of donors via Blackbaud's WealthPoint Professional, they will return the data and save them in ResearchPoint. You have the ability to sync the data back into RE so the wealth information is stored in each constituent's Prospects tab.

Unfortunately, if I want to export the list of these constituents' giving history (ex: First Gift) as well as their specific wealth screen data, Export function will not let me choose a specific wealth info. It pulls whatever the first wealth screen info it can find. So if someone has been screened multiple times over time, it will pull whatever is first in chronological order. This is not useful and unhelpful. What is the point of synchronizing the data between Raiser's Edge and ResearchPoint if I can't export them in any useful way? I suppose one benefit is that we can look up these records individually and see their giving history and wealth screen data but I can't get this both to be exported. 

  • Guest
  • May 5 2016
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