Queries, Exports, Reports: Where to go in The Raiser's Edge

Query!Export!Reports!Oh, my!Where Do I Go in the Raiser’s Edge?

PRESENTED BY SANDY WILDER, bCRE-PRO

♪♫♪Getting to Know YOU! ♪♫♪

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“I don’t know anything you CAN’T

know; I just know things you don’t

know-YET” @sandywilder #bbcon

#blkbre

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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

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What data extraction tools are available in

The Raiser’s Edge?

• Query/Query lists

• Mail

• Reports

• Export

• Import

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Yes, you can Export from Query. You

can also shave with a butter knife.

#bbcon #blkbre @sandywilder

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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)

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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

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Raiser’s Edge Mail & Reports

are like Query in Superhero

clothing! #bbcon #blkbre

@sandywilder

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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

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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!

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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

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Closing thoughts

Don’t give up on your gifts & your dreams

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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

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Tweet this now

Sandy Wilder, bCRE-Prowww.LESSllc.com

www.facebook.com/leadingedgesoftwaresolutions