Analytical Reporting - Best Practices & Queries

Shawn Silva

Hi Community - wishing everyone a Happy Tuesday!


Being newer to Raiser's Edge, we're well underway with beginning to explore our fundamental reporting opportunities and I was wondering if there were any creative reports out there for wealth screening, prospect management or any other custom models/queries that anyone have either created or found most helpful to their team on an ongoing basis? Were there any 'blue-sky' reports that you wish you could have?


Sounds like an intense question - but high-level if there is one report you found the most helpful any why that would be greatly appreciated! Thanks!

Crystal Bruce

Moved to the Raiser's Edge forums. Thanks!