Has anyone heard about this in RE?. I am curious how you are doing this?. Any help is appreciated.
I'm not sure what you mean by stage aging report, but suspect that you may be referring to the Past Due Report, Pledge Status Report or the Cash Flow report.
I have referred to the Past Due Report in the past as the aging report (vocabulary left over from a different software). This report allows us to be able to revalue our bad debt for audit purposes.
No, this is with Prospect management. It bascially tells how long prospects assigned to a solicitor have bben in culivation, qualification, stewardship etc.. different stages.
I wrote a VBA customization for a client a while back that tracks the history of a prospect. Every time their status was changed the previous value was recorded on an attribute with the date. They were then able to report on those attributes. Is this the sort of thing you were thinking about?
David
I'm still not sure exactly what you're trying to track and where you are tracking information. Are you looking to expound upon the Solicitor or Prospect Module reports that currently exist or are you looking at Action tracks and reporting on those? Are the things you're tracking user-defined or are they standardized?
I don't think there are any built in reports to accomodate what you are looking for. This is a prime weaknesses in Raiser's Edge 7 for our organization. I believe it will be addresses in RE 8 (at least based on what I've seen from the CRM product and the Blackbaud Labs).
What we do is we track Moves status in Ratings and have MGOs add a new Moves Management Rating to move a prospect between categories. However, reporting on this type of information is fairly complicated. We've created Microsoft SQL Server Reporting Services reports using RODBA to pull the data directly out of the database. We used to do the same thing use Crystal, but still using RODBA. It should be possible to create something in Crystal based on an Export without RODBA though.
David's solution of using Attributes is another option - but would still require custom reports.