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Crystal Reports
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reports
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actions
export
prospect management
relationships
Last Action/Next Action Report for Constituents with data on the Prospect Tab
Hi all, I've been asked to produce a custom report for a fundraising team that includes prospect name, last action on record, next action(s) on the record, general prospect data fields (on Prosect tab) and proposal data fields (also on Prospect tab). After some research it seems it is not possible...
Posted to
Forum
by
Keith Scott
on 01-09-2009
Question about sharing reports in RE
We are still in the middle of conversion from Datatel to Raiser's Edge and I am building the reports that we will need once we 'go-live'. I have built a crystal report for someone else in our office and I need to share it with her. She does not have crystal reports nor does she have the custom...
Posted to
Forum
by
Kelly Garwood
on 12-01-2008
Custom Report novice with a couple questions
Hello, I've been using RE for a few months and am finally ready to delve into my first custom report for our fall appeal. It will be a list of donors/prospects grouped by solicitor showing the 0-4 gifts made by the donor/prospect. I have a lot of experience with Access, which is serving me well with...
Posted to
Forum
by
Jennifer Silva
on 09-09-2008
Relationship of a relationship export
I know that it is mentioned in knowledge base solution BB94430, that customizing an export or editing the relationship tree isn't possible within Raiser's Edge. In our database, most of the organizational constituents have relationships with other organizations who in turn have relationships...
Posted to
Forum
by
Alex Nguyen
on 09-09-2008
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