Performance - Including Pledge Installment balance query filter causes really slow performance

Building an ad-hoc query that includes the Pledge Installment balance as a filter in the query design causes poor performance.
The pledge balance calculation is a taxing operation and should only be used with a small amount of records. With this in mind we recommend users use the data warehouse for any pledge related balance queries and calculations.

Steps to Duplicate

Steps to duplicate

1. Go to Analysis functional area
2. Click on Information library task
3. Click on 'Add an ad-hoc query' button and choose Revenue source view
4. Create a basic query using the following:

Filters:
Transaction type is equal to Pledge
Pledge Installments\Date is after 01/09/2016
 
Output fields:
Amount
Date
RevenueID
 
* 218 records are returned in less than 5 seconds.

5. Now add the pledge installment balance filter:

Filters:
Transaction type is equal to Pledge
Pledge Installments\Date is after 01/09/2016
Pledge Installments\Installment balance is greater than 0

Output fields:
Amount
Date
RevenueID
 
* Query cancelled after 15 minutes

Environment

 Blackbaud CRM
 4.0
 4.0.170.0

Was this article helpful?