Legends Of The Hidden Reporting Tools 3138

Legends Of The Hidden Reporting Tools

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   Did you know there are more than 100 canned reports in Raiser’s Edge? Familiarizing yourself with canned reports can save you time, effort, and brainpower. With a few simple clicks, you can determine total expected income for next month’s pledge payments or provide a complete overview of a constituent’s giving history. 

 

With all the reports available, some of the reporting tips and features may be hard to find. Here are two of my favorites.

Tip 1: Hidden Columns
   The Gift Detail and Summary Report quickly captures important financial information and is one of the most popular financial reports in Raiser’s Edge. One of my favorite features of this report is the custom columns. For example, you can set up a report to only have three columns—Pledge Amount, Amount Paid, Pledge Balance.'
   
   The column selections are hidden in the report parameters. To define the gift types in each column, select the Gift Types tab. Next to Report Column, there is a drop-down which defaults to Column 1. Use this drop-down to alternate between columns. Use the arrow buttons to include or exclude gift types in each column. Now, customize away!

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Bonus: If you do not want to include all four of the available columns in your report, navigate to the Gift Types tab and remove all the gift types included in that column. Next, click the Columns tab. Remove the now empty column from the report by highlighting the column name and clicking the left arrow button. Voila!
 
Tip 2: View Samples
   Unsure which report to use? Every canned report in Raiser’s Edge comes with a sample preview! Rather than running a report using your data, click View Samples at the bottom of the Reports page. This is a quick and easy way to determine if a report meets your needs and whether you should invest your time setting up the parameters.

   Want to learn more hidden report tools in Raiser’s Edge? Check out Raiser’s Edge: Data Analysis 2 or search Blackbaud Training Central using the keyword Report!
 
News Raiser's Edge® Blog 01/31/2017 11:47am EST

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1 Comments
I love being able to customize the columns in my Gift Detail and Summary Reports. Those are my go-to reports!

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