Make it possible to export the list of Possible Duplicates found from the Duplicate Management tool in NXT to Excel or a Query
Often times there is not enough information available in the NXT view about the two records. If it was brought into Excel or a Query it would be easy to compare the records quickly, especially on Date of Birth. Also, we have to have the Prospect information be included in the merge, which is not included in the NXT Merge options. So that would be nice to be included as well. We really like the Duplicate Management tool in its ability to recognize duplicates. Just the comparison and actual merge options do not include everything we need. So having the ability to bring it into a spreadsheet or a Query would help with that aspect.
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Ben Butcher
- Feb 11 2020
- Reviewed: Voting Open
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add option to create report/export of possible duplicate constituents
Merged Because the web view and data base view tools create 2 drastically different results, it would be helpful to be able to have a report. DB view already has the option1 Reviewed: Voting Open
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Filter and Export Possible Duplicate
Merged It would be helpful to be able to export and filter multiple duplicates. If we could export including constituent id, we could build a list of those who have prospect manager assignments and prioritize those. Also, if we could filter the possible ...5 Reviewed: Voting Open
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Add ability to export a list or query of the NXT Duplicate Report
Merged Currently, unable to export NXT Duplicate Report. The ability to export a list or query of the report results would allow for further sorting outside of the hard-coded name, gender, and address elements.1 Reviewed: Voting Open
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Export the duplicate report in NXT
Merged would be nice to have the ability to export the duplicate management report in NXT. You can merge the data using tools like merge O matic without doing manual merges1 Reviewed: Voting Open
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Customisation of Possible Duplicate criteria, or bulk update options using export/import
Merged It would be extremely useful to be able to customise the criteria used to identify possible duplicates. The current hard coded matching criteria is far too broad for our use. With such breadth of criteria, the number of possible duplicates returne...6 Reviewed: Voting Open
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Be able to Export the NXT Duplicate donor report to Excel
Merged This would be useful to review and globally merge these records all at once as a list or query instead of one-offs in RE Database view. It would also be useful to see the entire list in one report to break up into sections to assign others to help... -
Duplicate Management from database view query -or- export of duplicates from NXT
Merged The duplicate management area in NXT under data health would be lovely to replicate in a database query so that I can manage, review, and export in database view. Alternately, the ability to export the report from NXT into an excel document so tha...0 Reviewed: Voting Open
Related ideas
The Duplicate Management tool in Raiser’s Edge NXT web view currently lacks the ability to export the list of potential duplicates to Excel or PDF. This export functionality already exists in the database view duplicate management area, but not in web view.
In its current state, the web view duplicate management interface is difficult to work in. Reviewing possible duplicates requires excessive scrolling and repeated “load more” actions, which significantly slows down the process—especially for large datasets. The performance combined with limited visibility makes it challenging to analyze, track, or share duplicate review work.
Add an option in the RENXT web view Duplicate Management tool to export the list of possible duplicates (including key constituent details and match criteria) to Excel and/or PDF, consistent with the functionality available in database view.
Benefits / Impact
Improves efficiency when reviewing and managing large volumes of potential duplicates
Allows users to further analyze, filter, and sort duplicate data offline
Enables easier collaboration by sharing exported files
Reduces time spent scrolling, loading, and waiting within the web interface
Brings feature parity between web view and database view
There are multiple ideas here in the bank asking for this to be done: RENXT-I-4328/RENXT-I-8896/RENXT-I-2934/RENXT-I-2980/RENXT-I-5989 - most have Voting open on these ideas.
We REALLY need this. This could really speed up the process for us.
This feature is critically needed. I need to remove 4200+ duplicates created via a 3rd-party integration and manually exporting via screen-scraping to build a report will take a full day.
Sorry, my comment was in regards to deceased finder results--- incorrect post!
Yes, now I export and use system record ID to create a query, but that is only for constituents. It would be great to have the constituent record of the relationship also. or at least be able to identify constituent versus relationship records.
If I could vote for this 100 times I would! We use the Mass Merge plugin to do our actual merging, as we have a huge amount of duplicates. NXT's possible duplicates tool has done the work of finding all possible duplicates in our database, so it would make our life so much easier if we could export those results to a query which could then be loaded up into the Mass Merge plugin. Not to mention just being able to filter and play with the data in a query to get a better understanding of where all of these duplicates are coming from.
Yes please allow this to be an option. It would be incredible useful for some of the work that we need to do.
This would be an incredibly helpful function