Training2

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Training2

  1. 1. Blackbaud Training The Raiser’s Edge® 7: Essentials Part IThe Raiser’s Edge 7: Essentials Part 2 The Raiser’s Edge: Essentials Part II is a three-day course that builds on the concepts introduced in The Raiser’s Edge: Essentials Part I. Through instructor-led scenarios, class discussion, and hands-on practice in the sample data, participants learn to group records and generate output in The Raisers Edge. After taking this class, you will be able to create mailings, evaluate data using reports and dashboards, group records with queries, export database information, and manage your data using global functions. Course Objectives Upon completion of this course, you will be able to: • Log in to and navigate The Raisers Edge • Create mailings using Raisers Edge data • Generate reports to analyse Raisers Edge data • Create dashboards that display summary data • Group records in your database using queries • Export data from The Raisers Edge for use in other applications • Manage data using global functions Prerequisites and Advanced Preparation This course is designed for those responsible for maintaining data and generating database output in The Raisers Edge. Before attending this class, you must attend The Raiser’s Edge: Essentials Part I. You should also be comfortable working in a Microsoft® Windows® environment. Course Content Navigation • Log in to and out of The Raisers Edge • Navigate to key functional areas in The Raisers Edge • Locate Blackbaud Help resources in The Raisers Edge and online © April 2011 | 189 Miller St, North2000 Daniel Island Drive, Charleston, SC 8986 6000 E. sales@blackbaud.com.au W. www.blackbaud.com.au © February 2002 | Sydney, Australia 2060 T. +61 2 29492 T 800.443.9441 E solutions@blackbaud.com W www.blackbaud.com
  2. 2. Blackbaud Training The Raiser’s Edge® 7: Essentials Part ICommunicating with Constituents Using Mail• Describe the role of Mail in The Raisers Edge• Create basic mailings• Create mail merges for mailings• Describe user options for MailAnalysing Data Using Reports• Describe the role of Reports in The Raisers Edge• Locate reports in report categories• Define report parameters• Preview report results• Create a report from a record• Describe user options related to reportsViewing Information with Dashboards• Describe the role of dashboards in The Raisers Edge• Locate dashboard summaries for a variety of analysis needs• Create dashboards• Update dashboardsGrouping Records with Query• Describe the role of Query in The Raisers Edge• Create queries by selecting the appropriate type, format, criteria, output, and sort order• Create queries using summary fields• Create a query by merging queries• Describe options that affect queriesFundamentals of Exporting• Describe the role of Export in The Raisers Edge• Create an export file• Create a mail merge using the Export feature• Send an export file in an email• Describe Export user optionsIntroduction to Global Functions• Update a field value on multiple records at once• Add the same information to multiple records at once Get started today. Contact your account representative or email training@blackbaud.com.au © April 2011 | 189 Miller St, North Sydney, Australia 2060 T. +61 2 8986 6000 E. sales@blackbaud.com.au W. www.blackbaud.com.au © February 2002 | 2000 Daniel Island Drive, Charleston, SC 29492 T 800.443.9441 E solutions@blackbaud.com W www.blackbaud.com

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