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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

BC Blackbaud Users Group Meeting

RE Standard Reports

Thursday March 28, 2013

Presented by: Doreen Ha, Database Manager

Surrey Memorial Hospital Foundation

introduction
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 
quiz question 1
Quiz – Question 1

How many standard report groups are there in Raiser’s Edge?

  • Nine
  • Ten
  • > Ten
  • It depends
question 1 answer
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
quiz question 2
Quiz – Question 2

What software does Custom Reports integrate with?

  • Publisher
  • Microsoft Access
  • Crystal Reports
question 2 answer
Question 2 Answer:
  • Crystal Reports  Comes with Blackbaud Raiser’s Edge
quiz question 3
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
question 3 answer
Question 3 Answer:
  • Profiles, Lists, and Directories  Constituent Profile
quiz summary
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
key questions to think about before starting the report
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?
standard report 1 fundraiser would like to see his her actions
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
reports
Reports:

Action Detail Report vs.

Tickler Report

difference action detail vs tickler
Difference Action Detail vs. Tickler
  • Personal preference
  • I like how Tickler Report is grouped by Solicitor and can display phone types
slide24
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
gift detail and summary report tab 3 tip
Gift Detail and Summary Report – Tab 3 tip
  • Use caution if you include pledge gift types:
gift and detail summary report tips
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
standard report 3 ceo wants to see constituent history to prepare for a meeting
Standard Report #3 – CEO wants to see Constituent History to prepare for a meeting
  • Reports Profiles, Lists, and Directories  Constituent Profile
best practices tips
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!
best practices tips1
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
best practices tips2
Best Practices / Tips:
  • Use RE Help and bottom window to view description, samples, columns
best practices tips3
Best Practices / Tips:
  • Shortcut - Add Report to Favourites for frequent access