Querying for Birth Date returns dates from other months

In The Raiser's Edge 7.93, there is a new functionality of the Birth Date field to query on month and date as a fuzzy date. However, when searching for specific birth dates, other birth dates  may be returned. Specific query criteria can be used to narrow down the results to include birth dates in a specific month.

 

In The Raiser's Edge 7.93, the Birth Date field is a fuzzy date meaning that dates can be entered in several ways in the same field, including as a month / date or month / year. That means querying may need some extra filters in some cases when isolating exact dates.

(NOTE: Data entry, quality, and consistency can affect how these filtering techniques may work in your specific Raiser's Edge. Some tweaking and testing may be required to group the desired records.)

Dates with leading zeroes

Due to nature of the fuzzy date field, querying on leading zero birth dates may return other months in the results. For example, a query of Birth Date equals 01/11 can return a record with an 11/11 birth date. (NOTE: Depending on date formats in Regional Settings, a leading zero may or not display be displayed. For example, January 1 can be displayed as 01/01 or 1/01 or 1/1 or 01/1. Each of those displayed dates are still January 1 and are considered as 01/01 for querying purposes.)

When a specific, exact date is desired, add an additional Birth Date filter of the month to clarify the intended data. For example to query for only 01/11 birth dates and omit the 11/11, the query should be

Constituent Information > Birth Date equals 01/11
AND Constituent Information > Birth Date equals January



Other dates being returned

The fuzzy date field in Query casts a wide net for gathering records. Additional filtering may be required to narrow down results to the desired group for certain dates. For example to group constituents with the birth date of 11/10, begin with the constituent query of

Constituent Information > Birth Date equals 11/10
AND Constituent Information > Birth Date equals November

If you're seeing other dates returned from your Raiser's Edge records, add additional filters to the query. In our 11/10 example, adding the following can help narrow the results:

Constituent Information > Birth Date equals 11/10
AND Constituent Information > Birth Date equals November
AND Constituent Information > Birth Date does not equal 11/1
AND Constituent Information > Birth Date does not equal 11/2
AND Constituent Information > Birth Date does not equal 11/3
AND Constituent Information > Birth Date does not equal 11/4
AND Constituent Information > Birth Date does not equal 11/5
AND Constituent Information > Birth Date does not equal 11/6
AND Constituent Information > Birth Date does not equal 11/7
AND Constituent Information > Birth Date does not equal 11/8
AND Constituent Information > Birth Date does not equal 11/9

Environment

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