Help Building a Report in Raisers Edge

Claire Diamond

I need to put together an Excel spreadsheet that has Constituent ID and then a column for the total amount each constituent has given per fiscal year from 2012 till 2021. I can do the Excel piece but have no idea how to pull that data from Raisers Edge. Would anyone be able to help with this?

Dana Burton

@Claire Diamond, welcome to BB Community! This BB Knowledgebase article will explain how to set up your requirements.

https://kb.blackbaud.com/knowledgebase/Article/44214

Katherine Mannion

@Claire Diamond I'd do that with an Export, because I like to steer clear of exporting directly from a query. Here's a KB article on how to create this report in Export.

Good luck! Let us know if you need more help.

Joy Prevost

@Claire Diamond In the Export, remember to set the dates in the criteria. Otherwise you may get data from prior 2012 and after 2021.