Goal: make the first thing a Raiser's Edge user sees upon starting RE be an intranet site rather than a dashboard or the confusingly named 'home' screen. Explanation: My company has an intranet site with how-to information to guide employees through using Raiser's Edge. It would be really...

Justin, do all your constit records have a constituency code? My thinking is the top code listed will default as gift constit code, at least that's what pulls for us. Are your gifts entered on individual record or in batch? Data entry may not be catching that field to be sure it's filled. If...

I am trying to use Crystal Reports to run an analysis of RE data. However, I am unable to extract from Raiser's Edge the data that is summarized in the gifts Dashboard for campaigns. I suspect the problem lies in soft credits. In my Raiser's Edge, I have two types of soft credits: spouse-to-spouse...

There is a fairly good dashboard that you can use - I forget what it is called and can not get into RE right now to check. Constituent Analysis Somethingorother. Otherwise it is simply queries I use to get my retained/lapsed donors.

You can also use the Solicitor Query dashboard panel type to capture information that uses a constituent query for dashboards. We've done several of these, for example prospect lists that include birth dates in the output, or a panel to show which of their prospects has a birthday this month or next...

Hello, I am attempting to add constituent birthdates to my dashboard. I contacted RE to find out the best way to do it. They told me to add the birthdate as an action to the constituents record and add to my dashboard. This seems like a lot of manual work and not the most efficient way to complete it...

Hi JoAnn, Thank you for your email. I would like to explain it further as follows: In RE, user can create various types of dashboard either by selecting pre-defined fields available or by creating query. This includes: Campaign Funds Appea Gift Solicitor Membership Action Only missing item is Constituent...

[quote user="Ali Khan Dawood"] Please guide me, how to create a constituent related dashboard? [/quote] Ali, Sorry not sure what you mean by your question: constituent related. More info please.

Hi everyone, Please guide me, how to create a constituent related dashboard?

Tried downloading Windows Apps and that didn't work. Any help? Thanks!