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.