Donor Reports for Senior Staff - Not in Raiser's Edge

Liesl Tozer

Hi there,

I am looking for guidance or to refine our process to pull needed info from Raiser's Edge for senior staff that isn't using RE to do thank you calls. I am newer in my current position and have found that the previous person in my role was getting info from Raiser's Edge and rewriting it all in notes in Word for the senior staff. This was taking a lot of time and I want to streamline the process.

I tried exporting the constituent detailed profile report and deleting what wasn't needed but they still found it difficult to read. I also want to be able to easily import the action details back into Raiser's Edge without rewriting it all.

Does your org have a process to share donor info outside of RE? Any tips for me?

Thanks in advance!

Faith Murray

@Liesl Tozer you can create a Word merge under Export for the constituents in question. In your Export, you will need to include any data fields needed by your senior staff. Then you can include those fields in your Letter template. Using this Export, you can either print one letter at a time from a donor's individual record (under Letters on the toolbar), or you can link the Export to a query of prospects to merge batches of donors.

For maximum efficiency, this may take some initial set-up in how you record constituent data. For example, if you wish to merge in Notes, refine it to include only one type of Note: "Biographical Info" for example, and then instruct staff to include all crucial bio data in that single Note rather than making new Notes each time. And for proposals, make sure you only have one Active/Pending Opportunity/Proposals concurrent on each record.

Here is an example of our letter merge:

And here is an example of the Word doc we merge into:

As far as re-entering their Notes, I would suggest perhaps insisting on them entering Notes digitally (on an Excel spreadsheet with attached constituent IDs?), so you can at least copy and paste them or even import them by their ID's.

Liesl Tozer

Thank you @Faith Murray, this is very helpful!