Reporting from RE

John Molloy

Hi all,



we're looking at developing a set of management and operational reports, including dashboards etc. Does anyone out there use anything other than Crystal Reports (a product I've found in the past to be very clunky and awkward) for things like this? We've looked at software like Tableau and SiSense but just thought I'd bring it up here to see if anyone else does something similar. We're locally hosted so have direct access to the database.



Thanks,

John.

 

Karen Stuhlfeier

This might be something that you're not interested in at all, but I think that the reports and dashboards in NXT are going to be pretty great. I believe that they'll be releasing that piece of NXT later this year. I saw a demo of some of it last week and I like what I see.

Gina Gerhard

John - We work with the vendor Beyond Nines and recently received this information from them related to Tableau - might be of interest to you (snipped from an update email...)

 

....   is Tableau. It's a data visualization tool that allows you to "see" information more intuitively. We have been working on connecting Tableau with Raiser's Edge. And wouldn't you know it, but we've cracked the code. This fall we will have some every exciting news to share! I can't go into details right now for reasons that will be clear later. For now, start thinking about how your organization looks at data, both tactical and strategic. Your Raiser's Edge database is a mine rich with actionable information. We're going to help you tap into that wealth and polish those hidden data gems with Tableau.



Glen Kendell, CISSP

President, Hosting & Operations | Beyond Nines

Main: 206-651-5099 | Direct: 425-245-7641 | Cell: 206-399-3510  

Visit our Independent Voices blog at http://www.beyondnines.com

  

John Heizer

This may be more than you need, but it is a very powerful tool:  http://www.jcabigroup.com/jca-answers-for-the-raisers-edge.html

 

Erin Fleischmann

We use Advizor Solutions instead of Tableau.

John Molloy

Hi all,



thanks a million for the responses. A couple of interesting bits there and some research for me to do. I'll be keeping an eye on Beyond Nines as well as our IT department may dictate what software we use and Tableau has been mooted, although it hasn't been decided on.



John.

David Ritchie

We are using SSRS for our Reporting tool and have just implemented QlikSense for our visualization and dashboarding. I had used Tableau for several years when I was at Princeton University. It was a great tool as well. You cannot go wrong with either Tableau or QlikSense.



We pull all the data nightly from RE into our own ODS and DW.

Cheers,

David

Jeffrey Montgomery

Hi John, Omatic creates custom visualizations integrated with the Raiser's Edge for client partners. Here are some examples, please click "Good Answer" if you like 'em!  



Individual Fundraiser Scorecard:





Fundraiser Team Performance Management:





The "What have you done for me lately?" fundraiser performance:





Fiscal Year-To-Date by Appeal Category:





Annual direct mail by donors:





Annual Direct Mail by dollars:





And... the ever-popular Donor Retention visualization:





What do you think?





Thanks,

Jeff

 

____________________________________

 

Jeffrey Montgomery

Founder, Omatic Software

 



Phone: 888.662.8426 x705  |  JeffM@omaticsoftware.com  |  OmaticSoftware.com

We did it again! Omatic Software named to Inc. 500|5000--America’s Fastest-Growing Private Companies list for 4th Consecutive Year.

 









 

John Molloy

Leave those with me Jeff. I'm off on leave now for 2 weeks (horray!) and have been busy with handover the last couple of days. But I'll be sure to take a look at those in more detail when I'm back.



Thanks,

John.

 

Kathy Ballew

David Ritchie:

We are using SSRS for our Reporting tool and have just implemented QlikSense for our visualization and dashboarding. I had used Tableau for several years when I was at Princeton University. It was a great tool as well. You cannot go wrong with either Tableau or QlikSense.


We pull all the data nightly from RE into our own ODS and DW.

Cheers,

David

We are hosted on RE and NXT and are struggling with being able to get the level of specificity we need in reports and have them easily generated on the fly. Can SSRS be used in a hosted environment?

TIA,

Kathy