My organization does events in which fundraising teams solicit large quantities of small gifts from co-workers and acquaintances. Some teams have our board members on them, and when this is so, the money raised by that team needs to be counted toward the appropriate board member's "give or get"...

Hi, Here is a crystal report (need to be extracted first) that will need to be run on a machine where Raiser's Edge installed. When you run the report just updated ODBC data source, pointing to Raiser's Edge datasource and use trusted connections (you need to have access to SQL server). After...

I know everybody is at the conference and I am totally envious. But I digress. When I enter gifts in batch, then open the query "gifts posted as batch XX" I want to ouput the constituent's membership ID as well. When I choose either/both Current Membership ID and/or Historical Membership...

We want to report to our Board the value of new gifts received and/or identified this fiscal year (only). We are trying to update the Fund Detail and Summary Report we have used for years. In Fall 2008, we added PG Tracker, so can now keep track of initial planned gift amount, cash received toward that...

What is the .rpt files name for the Annual Statement Report? I want to take it into Crystal and Add more columns and information but I can't seem to figure out which file it is. Anybody know?

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...

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...

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...

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...