Is there any one who has experience of integrating the Raisers Edge with PS Financials or other financial software? I would really like some advice on how the integration process works and what experiences other organisations have had. Most importantly I need to know more about how the two programs are...

I have a question regarding the Primary_Addressee field in the Records table, and how that field relates to the Primary_Addressee_ID field, also in the Records table. My objective is to build an Access query or SQL Server view that will return the Primary_Addressee. This is easy enough, the problem is...

Hi Jeff, It's definitely possible. I just connected through Microsoft Query (via Excel 2007) and was able to pull gift information out of my RE database. From Excel, choose "Get External Data" then "From Microsoft Query". You'll need to know which DSN points at your RE database...

Is it possible to use Microsoft Query to access the RE database? If so, how? We would like to query the database (inquiry only), but using MS/Q don't seem to have access and/or authority. Any help appreciated! Seattle Aquarium

There are certain limitations when you need information retrieved through Raiser’s Edge interface. Last Date Changed is one of them. When you try to select or display this field, the information you get is the value of last date changed of either address or phone numbers associated with that address...

During our implementation an Attribute was set up to store Convio IDs, but was incorrectly set up as a Table. As you can imagine, this has caused a lot of problems in keeping data current and in imports, as we continually need to add or change these IDs. I have since created a similar attribute as a...

If you know SQL you would could write a query in SQL. There is nothing in the canned package of RE that can do this query for you. In a pinch for an ad hoc, report you can export all your donors who gave in those years and export the summary total for each year. You can then write a formula to count...

The RE interface cannot handle queries of this complexity. It requires two levels of summaries (total by fiscal year and then count of fiscal years) in order to calculate, but RE only supports one level of summary. This can be done quite easily in SQL. If you don't have access to the SQL back end...

Is there any mechanism within Raisers Edge to pull Constituent IDs based on the contents of a csv file or Excel spreadsheet? I have a situation where my users have been using Excel for years to track solicitations. There are thousands of records and many of the records might be for constituents already...

You're going to need a separate summary for every single fiscal year that you want to look at. This is extremely tedious to do in RE. There are also limits to the number of summaries that RE will let you create. (I believe it's 20.) The reason it's so difficult in RE is that you are really...