It has only been since August 2018 that we have been live at my organization, but there are a few important lessons that I have learned from my time using Blackbaud CRM. These might seem like small wins, but they can be huge sticking points if you miss out on them. We use the ad-hoc query tool to provide selections and…
As I sat down to write this post, I thought, what tip, trick, or timesaver could I possibly add that the other members of the community have not already covered? At the same time, I know my good friend and two-time defending BBCON blog champ, Ninja Elizabeth Johnson, was counting on me to bring something special. Then it…
Have you ever gotten frustrated pulling month-end or quarterly reports from Raiser’s Edge and because different offices or sources are depositing the gifts you cannot get your totals in your report to match finance? Never fear, there is a solution! :) We had a similar issue to this about 3 years ago and we decided to add a…
Where's my report? Which report do I run? It's month end and I can't find my report! Have you ever had this problem? Sometimes it can be so difficult to find the right version of a report or someone has edited your report! Well, one tip I can share with you is to TAG your reports! When I first arrived here at Chimp Haven,…
Your colleagues cherry-picked a list to death--again!--and now you need to get it back into Raiser's Edge as a query. What's a DBA to do? Here are two simple tricks to get the job done.We've all been there. You give a coworker a beautiful spreadsheet of constituents for a mailing, event, etc. and they rip it to shreds with…
I started using PowerBI in 2016 and it's amazing! Needless to say I was so chuffed when it became apparent we could do a direct live link from CRM to PowerBI! As I use PowerBI, the instructions for how to do it are below Create your query. Remember to include all the possible fields you need. ALERT – if you forget a field…
Here's my Ninja tip! When having to review and/or update a group of records in Raiser's Edge, use the Query module's output screen to group/organize the records and open/move through the group at Ninja speed. Step 1: Create a Query: Create your group and organize the output screen as needed. Click Results/Run Now. Then…
I love data lists. There, I said it! They are wonderful, most of the time (except that one-to-many thing... sigh!) Anyhoo. You can do some pretty clever functions within datalists in Blackbaud CRM that help with data integrity or just speeding up a function. Delete all roles assigned to a user If your organisation is using…
Human development sometimes feels harder than web development. I’d never been involved in the development department until recently, but my love of reporting and looking for ways to improve efficiency have made me a natural fit for the team. Fortunately, I was late to the party for the conversion to Raiser’s Edge so I…
Have you ever walked into your database admin's office, and gotten "the look"? You know the one. The "What now?" look. The "If looks could kill" look. This becomes especially prevalent at the end of the school year, if you work at a school, or the end of any particularly busy season in the life of your company. So, as a…
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