How to extract Wealth Screening data from Breeze

This will guide users of the Breeze ChMS software platform in compiling data required to complete a wealth screen.

A Wealth Screening evaluates the capacity and likelihood of people in your organization to give to give to your organization. You can screen both those who have given to your organization in the past and those who have not yet given. To generate the Wealth Screening report, we will need certain data about your existing givers and potential givers.

Table of Contents

Prerequisites

Extracting Data from Breeze

• • Step 1 - Build a Saved Advanced Search and Export People

• • Step 2 - Export Giving Transactions

Converting Breeze files into Wealth Screening Format

Uploading Data to Generis

Prerequisites

• We can only screen records of natural persons (i.e., no businesses, groups, and other entities that are not individuals/families). Make sure you have classified people records that represent organizations (i.e., businesses and other entities that are not families or individuals) in such a way that you can filter them out. This may require you to edit existing records in order to standardize your record-keeping practices.
  
  Use the person Status property to classify profiles for businesses and other non-personal entities into a distinct status like "Business". For instructions on configuring the Status property, please see this support document provided by Breeze.

• A Wealth Screening is run on a household basis regardless of how a particular family or individual gives to your organization. In order to compile the people profile data and giving data properly into household records, we will rely on the Family Role property. Make sure you have properly classified adults and children throughout your Breeze database using the Family Role property. For more information on this property, please see this support document provided by Breeze.

• We can only screen individuals who have a first and last name AND who have a complete, valid U.S. home address. We recommend that before exporting data for your screen that you review any records with incomplete First/Last name properties or with incomplete addresses (street, city, state, and zip code). Finally, mark all non-U.S. addresses with the proper country so that these can be filtered out in the export process.

Extracting Data from Breeze

The export process requires two basic steps: (1) exporting People and (2) exporting the Transaction report. Please follow these steps very carefully.

Step 1 - Export People Records

1. Log in to Breeze.
2. Click People.
   
   
   
   
3. Click Show More Filter Options.
   
   
   
   
4. We recommend that you screen as many adults as possible. However you will need to apply at least the following filter criteria to remove business records and children from your export.
   
   Status: choose all statuses that represent non-personal entities like businesses, small groups, etc.
   
   
   Family Role: Select all family roles except those that represent children and youth under the age of 18 and non-primary household members (e.g., live-in grandparents).
   
   Other properties: you may filter by other criteria, such as campus or tag, but remember that we recommend that you screen as many adults connected to your church as possible.
    
5. Click Export.
   
   
   
6. Ensure that the Format is set to Excel (which is the default setting), and then click Download. A file will be downloaded to your computer. Note where the file is saved. You will need to access in a future step.
   
   

Step 2 - Export Giving Transactions

1. From the Breeze home screen, click More > Contributions
   
   
   
2. Select Reports
   
    
3. Click Dates then, set the Start date to January 1, 1901 and the End date to today's date.
   
   Note: for a Wealth Screening we suggest you include as much data as you have. By setting the earliest date to January 1, 1901, you are sure to include all of the transactions you have in your Breeze system.
    
4. Click Fund then choose the funds that you want to count in the giving history for the Wealth Screening. For a Wealth Screening, we recommend that you select the account or accounts that support your general ministry operations (e.g., your "operating fund" or "general fund") PLUS any special directed giving funds that support ministry in/within your church, including building funds. Please discuss this with your consultant if you are uncertain which accounts to include.
   
    
5. Click Download as Excel. A file will be downloaded to your computer. Note where the file is saved. You will need to access in a future step.
   

Converting Data from Breeze Format to Wealth Screening Format

In this process, you will download a special automated Microsoft Excel application built by Generis that will compile the data you exported in previous steps into the required Wealth Screening data format. 

1. Download the Template Converter using the link below. Save the file to a location you can access in the next step.
    
   Note: This will download a Microsoft Excel file to your computer. The Excel file has special automations built in to convert the Breeze export files into a format that Generis can use to complete the wealth screening. You will need a copy of Microsoft Excel installed locally on your computer to continue. The online version of Excel will not allow you to run the automatic conversions. If you do not have Microsoft Excel installed on your computer, please contact the Generis support team for assistance.
   
    Download Template Converter
   
   
2. Locate and open the Template Converter file you downloaded in the previous step. It will be named "Breeze_WealthScreening.xlsm" unless you renamed it during the download process.
3. Unless you have configured Microsoft Excel to open all files in edit mode, the Template Converter file may open in "Protected View." Files that are downloaded from the Internet are usually opened in Protected View because these files can contain malware or viruses. The Template Converter file you downloaded above is safe to open and edit. Find the yellow banner at the top of the Excel window and click Enable Editing.
   
   
   
   
4. Unless you have already configured Microsoft Excel to enable macros for all files (uncommon), you will notice a yellow banner at the top of the Excel window notifying you that macros have been disabled. Click the Enable Content button.
   
   About Macros: Macros are short sections of computer code that instruct Microsoft Excel to perform certain automated processes. Generis has built macros to automatically convert the Breeze exports into a format that we can use to complete a Wealth Screening. Excel disables macros by default because they can be used to perform malicious actions on your computer. The macros created by Generis will not harm your computer. Please contact the Generis support team if you have any questions.
   
    
5. If you are using a recent version of Windows, you will notice a red banner at the top of the Excel window notifying you that macros have been disabled. If you are using a Mac or if you do not see this warning, then you can go on to the next step.
   
   
   
   To clear this notice, first close Microsoft Excel. Open the windows file browser and locate the file you downloaded in Step 1. Do not open the file; instead, right click on the file to open the context menu. Then, click Properties.
   
   
   
   Click the checkmark beside Unblock button. Then, click OK.
   
   
   After completing this step, go back to Step 2 above. The red box should be cleared and you can proceed to the next step.
    
6. Follow the instructions on the file's dashboard. Note that if you have followed the steps above in the Extracting Data from Breeze section, you have already completed step 1.
   1. Click the Import People File button.  You will be prompted to select the report you generated from Breeze in the Step 1: Export People Records section above. 
   2. Click the Import Transactions File button.  You will be prompted to select the transactions report you generated from Breeze in the Step2: Export Giving Transactions section above.
   3. Click the Export Template button. Excel will convert your data into the template format. Then, you will be prompted to select a location for storing the converted Wealth Screening template. Choose a location you can access in the next step

Uploading Data to Generis

1. Click the link below to visit the Wealth Screening Order Form.
   
   Wealth Screening Order Form
   
   
2. Complete the form and, when prompted to choose a file, upload the file generated by the Template Converter in the section Converting Data from Breeze Format to Wealth Screening Format.