queries, exports, reports: where to go in the raiser's edge
DESCRIPTION
By Sandy WilderTRANSCRIPT
Query!Export!Reports!Oh, my!Where Do I Go in the Raiser’s Edge?
PRESENTED BY SANDY WILDER, bCRE-PRO
♪♫♪Getting to Know YOU! ♪♫♪
2 #bbcon
“I don’t know anything you CAN’T
know; I just know things you don’t
know-YET” @sandywilder #bbcon
#blkbre
3 #bbcon
TODAY’S AGENDA
• Why do you commonly “extract” information from The Raiser’s
Edge?
• What data extraction tools are available in The Raiser’s Edge?
• What makes these tools different?
• Features of functions in The Raiser’s Edge
• Specific real life examples of making the highest and best use of
these tools in The Raiser’s Edge
• For those of you tweeting:
• My handle is @SandyWilder
• Use the hashtags #bbcon #blkbre
• I will offer you some suggested tweets throughout the morning
4 #bbcon
What data extraction tools are available in
The Raiser’s Edge?
• Query/Query lists
• Reports
• Export
• Import
6 #bbcon
Yes, you can Export from Query. You
can also shave with a butter knife.
#bbcon #blkbre @sandywilder
7 #bbcon
Features of functions in The Raiser’s Edge
FEATURE
Head of household processing
Add/Sals in 1 field for Contacts & Individuals
Individual/Contact de-duping
Segmentation
Exclude Solicit Codes
Soft credit/matching gift control
Constituent Code filter
Attribute filters
Globally update Appeal information
Output Gift information
Create output queries
Export (raw data)
8 #bbcon
Features of functions in The Raiser’s EdgeFEATURE/RE
FUNCTION
REPORTS QUERY EXPORT LABEL QUICK LETTER APPEAL
CARD
Head of household NO YES YES YES YES NO
Add/Sals in 1 field NO NO NO YES YES YES
Individual/Contact
de-dupingNO NO NO YES YES YES
Exclude Solicit
CodesNO YES NO YES YES YES
SCredit/MG control YES YES YES NO NO YES
Constituent Code
filterYES YES NO YES YES YES
Attribute filters YES YES NO YES YES YES
Segmentation NO NO NO YES YES NO
Globally update
Appeal informationNO NO NO YES YES YES
Output Gift
informationYES YES YES NO LTD LTD
Create output
queriesYES N/A NO YES YES YES
Export (raw data) NO YES YES NO YES YES
9 #bbcon
Raiser’s Edge Mail & Reports
are like Query in Superhero
clothing! #bbcon #blkbre
@sandywilder
10 #bbcon
Output queries from
Mail and Reports
could be your new
best friend!
Let
The Raiser’s Edge
do the heavy lifting
for you
The following options and filters are commonly available in reports that include Gift information:
• Soft credit
• Matching Gift credit
• Deceased
• Inactive
• No Valid Address
• Campaign
• Fund
• Appeal
• Constituent code
• Gift types, including Pledge amount or date specific Pledge balance
• Attributes
• Constituent
• Gift
• Include or Exclude
• Address processing
• Addressee/Salutation formatting
• Note that the following options are notavailable from reports
• Head of Household processing
• Exclude Solicit codes
• Global updates
Commonly Available Filters in
Standard Raiser’s Edge Reports
12 #bbcon
TWO AVERAGE JOE REPORTS….
…WITH SUPERHERO POWERS!
AVERGAE JOE
DONOR CATEGORY REPORT
SUPERHERO
DONOR CATEGORY REPORT
From Average Joe to Superhero
Run Donor Category Report
-Filter for eachDonor Category
-Create output queries for each category
Use output queries
-Globally add an attribute for each category
-Generate a thank you mailing, for example
Use Attributes-To include or exclude EVERYWHERE
-Use in Export to create annual report lists
-Create custom business rules
AVERAGE JOE
CONSECUTIVE YEARS REPORT
LET’S MAKE YOU THE SUPERHERO!
17 #bbcon
In the annual report, your
organization would like to
recognize multi-year donors with
an asterisk* for every 5 years of
giving (1 for 5-9, 2 for 10-14, etc.).
This report was created
with the following
options:
• Create on output query
• Consecutive years
giving of 5+
• Name format:
Annual Report Addressee
What can we really learn &
use from this report?
SUPERHERO YOU!
CONSECUTIVE YEARS REPORT
This report was created
with the following
options:
• Create on output query
• Consecutive years
giving of 5+
• Name format:
Annual Report Addressee
• The Annual Report
Addressee needs to be
updated for every donor in
this report
• All except Julie need at least
1 * added
• Julie’s needs to be updated
to Anonymous
• Others may need it added or
edited to include Spouse
information
• What would be the easiest
way to accomplish this?
What can we really learn &
use from this report?
@sandywilder just showed
me how to be a #blkbre
report superhero!!! #bbcon
Now, let’s teach you to FLY!!!!
Putting it all together:
A real life example
A year end appeal to all the folks who:
• Are about to reach the next level of asterisk
status (4, 9, 14, etc.)
• Have not given this year
Do you know what we’re going to call it?????
The Save Your Asterisk Appeal!!!!
What’s the best way
to create our mailing list?
With output queriesREPORTS
• Consecutive Years Report (CYR) for each level
• LYBUNT report
Merge queriesQUERY
• CYR query AND
• LYBUNT query
• =CY donors who have not given yet
Quick LetterMAIL
• Format Addressee and Salutation
• Include First or Last Gift info as needed
• Add and update Appeal information
CYR LYBUNT
Let #blkbre do the heavy
lifting for you #bbcon
Features of functions in The Raiser’s EdgeFEATURE/RE
FUNCTION
REPORTS QUERY EXPORT LABEL QUICK LETTER APPEAL
CARD
Head of household NO YES YES YES YES NO
Add/Sals in 1 field NO NO NO YES YES YES
Individual/Contact
de-dupingNO NO NO YES YES YES
Exclude Solicit
CodesNO YES NO YES YES YES
SCredit/MG control YES YES YES NO NO YES
Constituent Code
filterYES YES NO YES YES YES
Attribute filters YES YES NO YES YES YES
Segmentation NO NO NO YES YES NO
Globally update
Appeal informationNO NO NO YES YES YES
Output Gift
informationYES YES YES NO LTD LTD
Create output
queriesYES N/A NO YES YES YES
Export (raw data) NO YES YES NO YES YES
28 #bbcon
Closing thoughts
Don’t give up on your gifts & your dreams
31 #bbcon
Don’t forget to complete
a session survey! Each completed survey enters you into a drawing to win a
complimentary registration to bbcon 2015 in Austin, Texas*.
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be
exchanged, applied to, or combined with any other offer.
Are you pumped up and ready to go?
The data extraction tools in #blkbre
should be viewed & used as a set,
not just as standalones #bbcon
32 #bbcon
Tweet this now
Sandy Wilder, bCRE-Prowww.LESSllc.com
www.facebook.com/leadingedgesoftwaresolutions