We will need to use the same source view query as export definition. For example, if you are using a Constituent query you will create a Constituent Export Definition. If you are using a Revenue query, we will use a Revenue Export Definition. Below, we have provided the steps to create an export definition for a Constituent and Revenue query. This Knowledgebase Assumes that you already have your query set up pulling in the constituents with the constituencies you will need to see. 

When using a Constituent Query Follow the Steps Below to create your Export Definition:
  1. Go to Administration > Export Definitions 
  2. Click Add to add a new Export Definition
  3. Select the source view of Constituent
  4. To output the constituencies: In the left column, Constituencies. From the middle column, drag Constituency to Selected Fields
  5. An export criteria window will pop. In Number to export, leave the number at 1. Under Filter, choose Selected constituencies. From the left column, drag Constituency to Include Records Where. Set this to be equal to the first constituency you would like to report on. Your export criteria should look like this:
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  1. Click OK
  2. Click the pencil icon at the top of the selected fields column to rename this field in Selected Fields to indicate what Constituency is being outputted.
  3. Next, to add additional constituencies, highlight the Constituent node in Selected fields and drag over Constituency again. 
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  1. A new Export Criteria window will pop. Follow step 5-7 again for your next constituency. 
  2. Repeat for all remaining constituencies. 
  3. Add any additional information  you need in your export definition. 
  4. On the Set save options tab, name your export definition and click Save. 
Create an Export Process:
  1. Go to Administration, Export 
  2. Click Add to add a new export 
  3. Name your export process and add a description
  4. Under Export type, select Export Definition
  5. Under Selection, choose your revenue query from Step 1. 
  6. Under Export Definition, choose your export definition from Step 2. 
  7. Click Save
  8. Once your process is saved, click Start Process to generate your list of donations by constituency. 
When using a Revenue Query Follow the Steps Below to create your Export Definition: 
  1. Go to Administration > Export Definitions 
  2. Click Add to add a new Export Definition
  3. Select the source view of Revenue
  4. To output the constituencies: In the left column, expand Constituent, highlight Constituencies. From the middle column, drag Constituency to Selected Fields. 
  5. An export criteria window will pop. In Number to export, leave the number at 1. Under Filter, choose Selected constituencies. From the left column, drag Constituency to Include Records Where. Set this to be equal to the first constituency you would like to report on. Your export criteria should look like this:
User-added image
  1. Click OK
  2. Click the pencil icon at the top of the selected fields column to rename this field in Selected Fields to indicate what Constituency is being outputted.
  3. Next, to add additional constituencies, highlight the Constituent node in Selected fields and drag over Constituency again. 
User-added image
  1. A new Export Criteria window will pop. Follow step 5-7 again for your next constituency. 
  2. Repeat for all remaining constituencies. 
  3. Add any additional information  you need in your export definition. 
  4. On the Set save options tab, name your export definition and click Save. 
Create an Export Process:
  1. Go to Administration, Export 
  2. Click Add to add a new export 
  3. Name your export process and add a description
  4. Under Export type, select Export Definition
  5. Under Selection, choose your revenue query from Step 1. 
  6. Under Export Definition, choose your export definition from Step 2. 
  7. Click Save
  8. Once your process is saved, click Start Process to generate your list of donations by constituency.