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Custom Report without an Export

Last post 01-15-2010 3:37 PM by Mark Zarbailov. 1 replies.
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  • 09-30-2009 5:07 PM

    • Patrick Manning
    • Top 200 Contributor
    • User Since: 1997
    • Posts 45
    • Organization: College of Charleston
    • Products:  The Raiser's Edge

    Custom Report without an Export

    Has anyone tried to set up a Custom Report in Raisers Edge without having to process Export first?  Or maybe include an export that has nothing to do with the report itself, just to follow the procedure?  I ask because I have set up a queue to automatically export the data every morning.  It takes way too long to run the export and report at the same time through Custom Reports - if it runs at all (a large amount of data with on-demand subreports).  The reason I want to use Custom Reports and not just send links or create shortcuts for the users is because Crystal Reports does not automatically refresh data (unless someone has found a way???) and will open in the Design screen.  Or I can Save Data With Report but in both cases, they will have to manually refresh the report and there is too much opportunity for error.

    Patrick Manning
    Database Administrator
    Advancement Services
    College of Charleston
  • 01-15-2010 3:37 PM In reply to

    • Mark Zarbailov
    • Top 100 Contributor
    • User Since: 2000
    • Posts 77
    • Organization: Ethical Culture Fieldston School
    • Products:  Blackbaud NetCommunity, Online Campus Community, The Education Edge, The Financial Edge, The Raiser's Edge, The Researcher's Edge

    Re: Custom Report without an Export

    If I am not wrong, in the latest version of Raiser’s Edge you can use the Queue module to run a custom report that would export the report into pdf. This was not available before. Therefore, all you need is a share space where you would want your pdfs to be saved, so others could access them.

    Mark Zarbailov
    Director of Database Services
    Ethical Culture Fieldston School
    212-712-6240
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