The document outlines several reporting options available in The Raiser's Edge including canned reports, queries, dashboards, pivot reports, Crystal Reports, business intelligence, and DonorCentrics reports dashboards. Canned reports and queries allow any end user to easily generate daily or on-demand financial, analytical, and demographic reports. Dashboards and pivot reports provide graphical performance reports that can be accessed daily or on-demand with low skill levels. More advanced options like Crystal Reports and business intelligence require medium to advanced skills and are often created by Blackbaud to be consumed by fundraisers and leadership.

1. 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

2. 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

3. .
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

4. .
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)

5. .
08/22/2013 5
I don’t always run
reports.
But when I do, I do it
in The Raiser’s Edge.