Reporting Options in RE
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Reporting Options in RE

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Reporting Options in RE Reporting Options in RE Presentation Transcript

  • 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.