Export excludes solicitors when filtering on Start Date

Using Start and End Dates in Export causes Raiser's Edge to exclude solicitors incorrectly
We are currently evaluating this issue and will update this article when we have more information. In the meantime, follow these steps: 
  • Use Query as an alternative to pull the desired data
  • Create a constituent query for 'Relationships > Assigned Solicitor > Date From greater than or equal to' and use this query in your export.

Steps to Duplicate

1. Log into Raiser's Edge
2. Assign a solicitor to consituent record with a Date From of 6/1/2018 
3. Create an export and include Relationships > Assigned Solicitors > and add Name and Date From
4. Add Start Date of 5/1/2018  to the filter for the Assigned Solicitors fields.
5. Run export - Solicitor is missing from Export.

Environment

 Raiser's Edge
 7.96

Was this article helpful?