I have been tasked with developing some reports for the development department. They have various pipelines to track the asks from different sources (individual, corporate, foundation, government, etc.) Each pipeline has a total goal for the year. That goal needs to be displayed on the report. Is there...

If you need a last minute report for specific records, don't waste time creating a query. Instead, select multiple records on the fly as you create the report. Here's how: In Reports, open the appropriate report and select the Filters tab. Change the appropriate Include filter from All to Selected...

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...

Kevin Brunson recently wrote a blog post about using the Donor Category Report to determine donor cateogries for a donor wall: http://forums.blackbaud.com/blogs/raisersedge/archive/2008/06/26/breaking-donors-into-buckets.aspx Hope this is helpful!

Each week, every other week, monthly, or whatever your pay schedule, you create the time sheet and the calculations and print the checks for your employees. This results in a lot of gross wage amounts, tax amounts, and check stub information when you add it together. I have a nice and easy way for you...

At some point we all need a report that lists account numbers with specific information. The specific information is what you guys commonly call us about. Most of these questions are answered by creating the General Ledger Report, which allows for flexible formatting and filtering providing detailed...

There are some great tools in The Raiser’s Edge that will help you track regular donations and their activity (upgrades, downgrades, schedule changes, etc.). When I say regular donations, I'm talking about the Recurring Gift type in The Raiser’s Edge. If you don’t use Recurring Gifts, these are a...

HI We started doing allocations last year for 100 classrooms and it has slowed report running down considerably. Most reports take 5 minutes or so to run. The larger summary reports in FE can take much longer. The server is a dual Xeon with 4GB ram running 2003 standard and SQL 2000 and our db is almost...

I need to produce a report on clients that has multiple payors i.e. a client is not the actual payor. When a client is entered in AR, we also include the relationships and % and number of payors. The invoice produce is for the payors not for the clients, is there a report that I can produce that will...

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...