The most recent content from our members.
Hi. I need to pull a query/export where I can see all constituents who gave 5 years consecutive or more. I tried using the Consecutive Years Report but it only gave me 26 records and that's not correct. They are not interested in a date range or other gift related information. We only need to see the donors, lifetime…
We have made an event and would like to produce a report that shows the Registration Fee amount and then the names of everyone who paid under that Registration Fee. Basically like the Donor Category Report but for an event. What is the best way to do this?
Are you currently using Claude AI in conjunction with Raiser's Edge data? And if so, how? What types of outputs or reports (e.g., constituent profiles, phone-a-thon sheets) have you been able to generate using Claude AI? What use cases have you found most valuable when applying Claude AI to Raiser's Edge data? How…
We are looking to move away from Crystal Reports but are not sure what to move to. How do you create custom reports from NXT (web view only)? Do you use SKY API or something else? Are there any options other than Power BI or Tableau?
We have a few instances where a donor has given us a lump sum which we have put in a "John Smith Donor Directed Fund" (DDF). As projects/needs arise, the donor will tell us to transfer $XXX from their DDF to a specific fund. We are struggling with how to track these funds without a lot of manual records and to prevent…
Hi all, I'm looking for a little guidance. My DoD looks for one metric almost daily and that's where we are today compared to the same day last year in terms of dollars raised and donors. To do this currently, he opens, edits the report periods to be today this year and the same date the previous year on two different…
I am trying to create a dashboard for one of my fundraisers. She wants to see all her portfolio members and their giving for this FY and Last FY. I have created all my columns and rows and added her name as a filter. I cannot get the Amount Committed to reflect soft credits and therefore the report is not 100% accurate.…
I'm working with my client --Yo San University in LA -- on a big development initiative that includes a Raiser's Edge cleanup project—about 2,000 records requiring roughly 200 hours of work. We don't currently have a database manager and won't hire one until later this year, so I'm looking for someone RE-savvy who could…
Hello - We were working on the possibility of exporting Data, possibly through the API or some other means to dump into a data warehouse to create reports using SQL. Now with the announcement that Crystal support will be going away, we are expediting our efforts. Just curious, has anyone else attempted this?
Can we re-use request fields in different progress report forms without the data being overwritten? I am now creating our progress reports for 2026 grant awards and would like to use the Request fields that were used in the application/request to update the programmatic status of those on a quarterly basis. Can I use these…
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