Post on 21-Nov-2014
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08/22/2013 1
REPORTING OPTIONS IN THE RAISER’S EDGE
Canned Reports
• WHAT: Library of 200+ financial,
analytical and demographic reports
• CREATED BY: Any end user
• CONSUMED BY: Any end user
• WHEN: Daily or recurring schedule
• SKILL LEVEL: Easy
Query
• WHAT: List & segment builder based
on user defined criteria
• CREATED BY: Any end user
• CONSUMED BY: Any end user
• WHEN: On demand
• SKILL LEVEL: Easy
08/22/2013 2
REPORTING OPTIONS IN THE RAISER’S EDGE
Dashboards
• WHAT: Library of 100+ graphical
performance, comparative & pipeline
reports
• WHO CREATES: Any/all users
• WHO CONSUMES: Any/all users,
executives
• When: Daily
• SKILL LEVEL: Low
Pivot Reports
• WHAT: Uses Excel for fast and flexible
analysis and summarization
• WHO CREATES: Any user proficient
in Excel
• WHO CONSUMES: Any user
• WHEN: On demand
• SKILL LEVEL: Low
.
08/22/2013 3
REPORTING OPTIONS IN THE RAISER’S EDGE
Crystal Reports
• WHAT: Fully customizable with sorting,
counting, totaling, etc.
• CREATED BY: Adv. Services or
Blackbaud
• CONSUMED BY: Fundraisers, leadership,
adv. services, etc
• WHEN: On demand or recurring schedule
• SKILL LEVEL: Medium
Business Intelligence
• WHAT: Scorecards and performance
management reports built on a data
warehouse
• CREATED BY: Blackbaud
• CONSUMED BY: Leadership
• WHEN: Monthly/Quarterly
• SKILL LEVEL: Advanced
.
08/22/2013 4
REPORTING OPTIONS IN THE RAISER’S EDGE
DonorCentrics Reports Dashboards
• WHAT: Trend and in-depth year over year performance reporting for
KPI’s with forecasting tools.
• CREATED BY: Blackbaud
• CONSUMED BY: Fundraisers, Researchers, Leadership
• WHEN: Monthly or quarterly
• SKILL LEVEL: Low (pre-built, web based delivery)
.
08/22/2013 5
I don’t always run
reports.
But when I do, I do it
in The Raiser’s Edge.