Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-2934 Make it possible to export the list of Possible Duplicates found from the Duplicate Management tool in NXT to Excel or a Query.
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.
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Gwen Capers-Singleton
- May 18 2023
- 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.