Export contains incorrect solicitor assignments when Start Date and/or End Date filters are used

In a Constituent Export, using Start Date and/or End Date criteria when exporting Assigned Solicitor information to filter on Date from and Date to on the assigned solicitor relationship, The Raiser's Edge incorrectly outputs assigned solicitors that do not meet the criteria.
This was resolved in Raiser's Edge 7.96, which was released in fall 2016 and applied to databases in Blackbaud Hosting Services. If your database is installed locally, download and install the latest version and patch, if applicable.

If you are experiencing this issue and you are using this version or a later version:  
The start date and end date in Raiser's Edge Export define a period of time. In the example provided, when including an end date in the export field criteria the results will include any Assigned Solicitor that have a relationship end date on or before the date included. Records that are still considered active Assigned Solicitors (i.e. the Date To field is blank on the relationship record) will not be included in the Export results.

Steps to Duplicate

1. Select Export module
2. Click New Export
3. Type = Excel, format = Excel
4. Include > One record > Julie Bach (from RE Sample database)
5. Select Output tab
6. Relationships / Assigned Solicitors / Name
7. Number to export = 5
8. End Date = select today's date
9. Click OK
10. Select Date From and Date To
11. File / Preview Export File Layout
12. Note that Cynthia Miller is incorrectly listed with Date To date of 05/17/2013


 RE 7.94.6116.0

Was this article helpful?

Thanks for your feedback! Did this solve your issue?

Comments (optional):

Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):

Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.