The document provides tips for using various data extraction modules in The Education Edge, including queries, exports, reports, and dashboards. It discusses how to build successful queries, use the export module, understand the different report types, and organize queries, exports, and reports. Additional resources from the Blackbaud Knowledgebase are also listed to help users master data extraction.

2. DATA EXTRACTION TIPS FOR
THE EDUCATION EDGE
EE Breakout Session I:
Deadra Elliott, Presenter

3. #BBK12UC

4. #BBK12UC
Learning Objectives
• Review data extraction modules in The Education Edge and
their key differences:
• Query
• Export
• Reports
• Dashboards
• Blackbaud Knowledgebase links and other helpful Info

5. 5
Presenter Bio-Deadra Elliott

6. #BBK12UC
• Data extraction is the act
or process of
retrieving data out
of data sources for
further data processing
or data storage
data migration
(Wikipedia).
Have you mastered it yet?

7. How to become a pro!
#BBK12UC
• Tips for mastering data extraction:
– Review system security options to control
data access
– Standardize data entry procedures
– Document your organization’s data entry
Polices & Procedures
– Train end-users

8. Data Extraction Modules
Query
Export
Reports &
Dashboard
Mail*
#BBK12UC

9. To query or not to query….
What is a query?
• Database search tool for retrieving stored information
in The Education Edge
• A question or series of questions
• Groups records based on the requested criteria
#BBK12UC

10. Query is not….
• A report
• De-dup tool
• Import/Export
tool
#BBK12UC

11. Building a successful query in
The Education Edge:
• Build your question:
• What are you asking the database to find?
• Is the data stored in fields in the database?
• Does the question make sense to you?
• Determine the end goal:
• How will you use query results?
• Is a structured report with query results needed?
• Should results be viewed in a specific layout or format?
• Other Considerations?
• Are results “static” or “dynamic”?
• Will other end-users re-use your query setup?
• Will other end-users edit your query setup?
#BBK12UC

12. Secrets of a successful query builder…
• Choose the proper query type and format for the most accurate results.
• Build the logic using criteria fields and field operators:
• Example: Current Status EQUALS Current Student
• The EQUALS operator is one of may choices to direct query how to search.
#BBK12UC
Dynamic vs. Static Format
Query Operators:
Equals, Does Not Equal, Greater Than,
Greater Than or Equal To, Less Than,
Less Than or Equal To, One Of, Not One
Of, Between, Not Between, Blank, Not
Blank, <ASK>

13. Secrets of a successful query builder…
• Limit 1:M Output fields to avoid viewing “duplicate data.”
• Save queries with recognizable and consistent name formats.
#BBK12UC

14. Secrets of a successful query builder…
• Use Query wildcards: ?, *, [ ]:
• ?- replaces a single characters
• * - replaces a series of characters
• [ ] – finds a range of characters. Example: Description BEGINS with [B, C, D].
• Use Query shortcuts and helpful tools:
• Organize Favorite Fields
• Query options
#BBK12UC

15. Advanced Query Options
• Merging Queries:
• Select the Merge option from the File Menu:
#BBK12UC
Merge Tips:
• Queries must be the same type
• Merge operator determines output
• Results are static but can be
refreshed. F5 key is a shortcut to
refresh a static query.

16. Query Exercise:
#BBK12UC
1. List three query types in Admissions or Registrar’s Office.
2. List four query operators.
3. What are the two query formats?
4. If you are merging queries, what must be the same
about both queries?
5. Create the following query and save your results:
 Dynamic Student query
 Filters: Student Status (Current Students), Current Grade (Twelfth)
 Output: Full Name, Nickname
 Sort: Last Name

17. How to use the Export
module in The
Education Edge
The Export module:
• Is not a “reporting” tool
• Can be used to “de-duplicate” query
results
• Allows the use of system queries in
order to export “select” records
• Includes standard filters based on export
type
• Creates a reusable template or file
based on available system formats:
– Examples: MS Word, Excel, Access, Comma-
Separated Values
#BBK12UC

18. Export Options
#BBK12UC
• Step One:
• Select the Export
type and format
• Step Two:
• Select filters (including
queries) to limit export
results
• Step Three:
• Select output fields to
control results display
1.
2. 3.

19. Understanding Export Field Options
• Within a relational database, a one-to-one relationship represents a situation in which
one data value can have only one associated element. A one-to-many relationship
represents a situation in which one data value can have any number of associated
elements (Refer to BB Knowledgebase Tip or Article Number 37657).
#BBK12UC
Notice the difference in icons
for 1:1 vs. 1:M data fields. The
system will provide a prompt
to select specific values.

20. Preview Export File Layout
#BBK12UC
Select the Preview Export File Layout Option from the File menu in the file.
Use this option to preview a portion of results before completing the export.

21. Export Exercise
#BBK12UC
1. List three export types in Registrar’s Office.
2. List 3 export formats.
3. A query is required to export data (True or False).
4. What is an example of a 1:1 field in The Education Edge?
5. What is an example of a 1:M field in The Education Edge?

22. #BBK12UC
The Education Edge Standard Reports
• Over 50+ standard reports in Admissions and Registrar’s Office:
• 12 report categories in RO
• 5 report categories in AO
• Templates are reusable and can be shared
• Reports do not require a query
• Reports include filter options to limit results
• Output queries can be generated from report results
• Reports include an export option
• Customizable report fields (with limitations)
• Layout preview options (to view the final report layout)
• Standard formatting options:
• Sort
• Name formats
• Color Scheme
• Font size
• Header/Footer options for editing names/date/time, etc

23. #BBK12UC
The Education Edge Standard Reports

24. #BBK12UC
Dashboards in The Education Edge
Additional Resources:
• What are the panels in The Education Edge Dashboard? (Article Number 40510).
• Link to EE Dashboard Guide:
https://www.blackbaud.com/files/support/guides/ee/eedash.pdf

25. #BBK12UC
Tips for Organizing Queries,
Exports, and Reports
• Favorites:
• Create shortcuts to frequently used files in each module
• Favorites are user-specific (based on the user password)
• Select the option from the Favorites Menu
• Save the template on the Home Page. Folders are also available.

26. #BBK12UC
Tips for Organizing Queries,
Exports, and Reports
• Access Favorites from the Home page
• Select “Organize Favorites” from the Tools menu

27. #BBK12UC
Additional Tips for Using Queries,
Exports, and Reports
Knowledgebase tips from www.blackbaud.com:
1. How to create a query in Admissions Office and Registrar's Office 7
(Article Number 39294).
2. What are dynamic and static queries, when are they refreshed, and when
to use them (Article Number 48263).
3. How to export from the Export module in The Financial Edge and
education software (Article Number 38924).
4. How to run the Applicant Profile Report (Article Number 46653)

28. #BBK12UC
Additional Tips for Using Queries,
Exports, and Reports
Sample Reports Guide:
https://www.blackbaud.com/files/support/guides/ee/eesample.pdf
Query Guide:
https://www.blackbaud.com/files/support/guides/ee/eequery.pdf.
Education Edge How-to User Guides:
https://www.blackbaud.com/files/support/guides/ee/eequery.pdf.
Link to Blackbaud University Training options:
https://www.blackbaud.com/nonprofit-training/

29. #BBK12UC
#BBK12UC
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