Formatting and Presentation of exports

Tanner Stegink
Tanner Stegink
Second Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussions

Hi all.

I have a supervisor who is not a user of RE who will often ask for ‘proof of work’ when dealing with information presented from exports for analysis of appeal and campaign performance, but particularly for invite lists and dossiers on constituents sourced through exports of multiple merged queries. For most of my teammates, we will use Lists on Webview and can clickthrough to find qualifying data, but this individual is notoriously adverse to the internet/tech.

Does anyone have any experience presenting information from RE to lay users?

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  • Miki Martin
    Miki Martin Community All-Star
    Kudos 5 Fifth Anniversary December 2025 Monthly Challenge bbcon 2025 Attendee Badge

    @Tanner Stegink welcome to the Community! My organization has upper management, if you will, adverse to RE in particular, although not necessarily tech. I have made web view available to all of these people and done some training but they still tend to ask my department for information, so I can somewhat empathize with your pain.

    Before I got here, our Advancement Department had a Google Sheet summarizing numbers for various funds and such. Unfortunately, that Sheet is still in use and now required to be updated weekly - by me. Fortunately for me, I discovered web view reports/dashboards so I pretty much just take the information from those and update the Sheet. I cannot easily build one dashboard for all the information.

    Since our principal has RE access, I also send him a link to a specific Constituent List each week so he can call our high donors. From that list he can create an Action to note he called, which he has started doing somewhat. That helps.

    I think one of the biggest struggles is getting buy-in from non-users or non-frequent users so they can truly see how beneficial RE can be, even with its quirks and kinks. I'm still trying and will continue to do so. Perhaps offering more training in small bits will help both of us in our endeavors.

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