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BC Blackbaud Users Group Meeting

BC Blackbaud Users Group Meeting. RE Standard Reports Thursday March 28, 2013 Presented by: Doreen Ha, Database Manager Surrey Memorial Hospital Foundation. Introduction:. Database Manager at Surrey Memorial Hospital Foundation 8.5+ years experience with Raiser’s Edge

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BC Blackbaud Users Group Meeting

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  1. BC Blackbaud Users Group Meeting RE Standard Reports Thursday March 28, 2013 Presented by: Doreen Ha, Database Manager Surrey Memorial Hospital Foundation

  2. Introduction: • Database Manager at Surrey Memorial Hospital Foundation • 8.5+ years experience with Raiser’s Edge • Thanks to BC Blackbaud User group for inviting me to speak today on RE Standard Reports/Cultch hosting/BCIT sponsoring • I hope you find it helpful and feel free to ask questions and share your comments • Let’s have a short quiz 

  3. Quiz – Question 1 How many standard report groups are there in Raiser’s Edge? • Nine • Ten • > Ten • It depends

  4. Question 1 Answer: • It depends…. If there are optional modules purchased, such as the Tribute Module, Prospect, Events Module, there could be more than 10 groups available

  5. Quiz – Question 2 What software does Custom Reports integrate with? • Publisher • Microsoft Access • Crystal Reports

  6. Question 2 Answer: • Crystal Reports  Comes with Blackbaud Raiser’s Edge

  7. Quiz – Question 3 Which report would be helpful to provide a constituent record’s history for the CEO? • Action Detail Report • Top Donors Report • Constituent Profile

  8. Question 3 Answer: • Profiles, Lists, and Directories  Constituent Profile

  9. Quiz Summary • As you can tell, there are LOTS of standard reports available in Raiser’s Edge • Here are three key reports I’ve used in the past and present at different organizations for fundraisers and senior management

  10. Key Questions to Think About Before Starting the Report…. • Who needs the report? • What is the goal of the report? • What information do you want to analyze and present? • When is the report needed? • If there is a tight deadline, can you reuse a report? • If the fields are not there, is there time to create a Custom Report? • Where is the information stored in Raiser’s Edge? • Would a standard report be helpful to run? vs. A query or export?

  11. Standard Report #1 – Fundraiser would like to see his/her actions • RE  Reports  Action Reports  Tickler Report • Provides detailed information about selected actions by Solicitor • Can include action notes and phone contact information • Can filter on open and closed actions

  12. Tickler Report - Tab 1

  13. Tickler Report – Tab 2

  14. Tickler Report – Tab 3

  15. Tickler Report – Tab 4 - Headings

  16. Tickler Report – Tab 4 -Detail

  17. Tickler Report – Tab 4 – Sort/Break

  18. Tickler Report – Tab 4 – Page Footer

  19. Tickler Report – Tab 4 – Name Formats

  20. Tickler Report – Tab 4 – Color Scheme

  21. Tickler Report – Voila!

  22. Reports: Action Detail Report vs. Tickler Report

  23. Difference Action Detail vs. Tickler • Personal preference • I like how Tickler Report is grouped by Solicitor and can display phone types

  24. Standard Report #2 – Director of Finance needs gifts received over a certain period for the Bank Reconciliation and Board Report • Reports  Financial Reports  Gift Detail and Summary Report • Gift Detail Report – provides detailed information regarding a constituent’s giving within a date range • Gift Summary Report – totals gifts received in a date range by constituent code, fund, campaign, or appeal

  25. Gift Detail and Summary Report – Tab 1

  26. Gift Detail and Summary Report – Tab 2

  27. Gift Detail and Summary Report – Tab 3

  28. Gift Detail and Summary Report – Tab 3 tip • Use caution if you include pledge gift types:

  29. Gift Detail and Summary Report – Tab 4

  30. Gift Detail and Summary Report – Tab 5

  31. Gift and Detail Summary Report – Tab 8

  32. Gift and Detail Summary Report – Tab 9

  33. Gift and Detail Summary Report – Voila! • Summary: • Detail:

  34. Gift and Detail Summary Report Tips: • Tools  Options  Reports  Gift Preferences Check Include anonymous gifts  Format: Asterisk at end of line • If there is more than one constituent, the name won’t display on each line

  35. Standard Report #3 – CEO wants to see Constituent History to prepare for a meeting • Reports Profiles, Lists, and Directories  Constituent Profile

  36. Constituent Profile – Tab 2

  37. Constituent Profile – Tab 3

  38. Constituent Profile – Voila!

  39. Best Practices / Tips: • Naming convention – use initials to prefix naming of the report ex. Dha– Tickler Report DhaActions • Easier to group /organize • Allow others to run or modify report – save time!

  40. Best Practices / Tips: • Save, save, save • Add page numbers to the bottom of the report • Add header and footer • When exporting to *.pdf, copy the naming convention – after exporting it will be in lower case for the name

  41. Best Practices / Tips: • Use RE Help and bottom window to view description, samples, columns

  42. Best Practices / Tips: • Shortcut - Add Report to Favourites for frequent access

  43. Questions??

  44. The End

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