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Denise Hawks
Denise Hawks
Ancient Membership 10 Comments Photogenic 5 Likes
in Blackbaud Raiser's Edge NXT®: General Discussion
I need to report on volunteers and sort and total by job.

There is no canned report available - I can create a query, but I have too much data to fit into an excel sheet.

I chatted with support and they suggest that I run several querries and then merge them.

I tried to create a pivot report and I get the same results.

I have over 42,000 volunteer job records for the past fiscal year.

How do you report on vol hours?

Thanks!
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  • Matt Page
    Matt Page
    Tenth Anniversary 100 Likes 100 Comments Photogenic
    Just out of interest which version of Excel are you using? 42,000 records is a lot, but Excel 2010 onwards lets you have over a million rows with hundreds of columns.


    Also are you export from the export or from query?


    My hunch is that you have to use the export tool and then group/use a formula/pivot within Excel, but could you provide a bit more information?


    Matt
  • Jen Claudy
    Jen Claudy
    Tenth Anniversary 1,500 Likes 1000 Comments Name Dropper
    If you have any knowledge of MS Access, that might help you out.  It's a relational database like RE, but you can export RE data and then further manipulate it with more control (much more than RE canned reports!) to get what you need.  And, you can save the database and refresh the data to run the same process(es) again next time without reinventing the wheel.  But there's a learning curve and upfront investment of time to both learn the program and set up your processes so if you're on a time-crunch, not your best option.
  • Denise Hawks
    Denise Hawks
    Ancient Membership 10 Comments Photogenic 5 Likes

    Matthew Page:

    Just out of interest which version of Excel are you using? 42,000 records is a lot, but Excel 2010 onwards lets you have over a million rows with hundreds of columns.


    Also are you export from the export or from query?


    My hunch is that you have to use the export tool and then group/use a formula/pivot within Excel, but could you provide a bit more information?


    Matt

    Thanks for your suggestions, Matt. I was exporting from query and I had a lot of duplicate information, so I cleaned up my query output and I was able to use a Pivot report to generate the correct information. Success!

  • Denise Hawks
    Denise Hawks
    Ancient Membership 10 Comments Photogenic 5 Likes

    Jen Claudy:

    If you have any knowledge of MS Access, that might help you out.  It's a relational database like RE, but you can export RE data and then further manipulate it with more control (much more than RE canned reports!) to get what you need.  And, you can save the database and refresh the data to run the same process(es) again next time without reinventing the wheel.  But there's a learning curve and upfront investment of time to both learn the program and set up your processes so if you're on a time-crunch, not your best option.

    Hi Jen, 

    Thanks for your suggestion. I have used Access, just disappointed RE cannot do basic reports. :-( I was able to simplify the output on my query and then do a pivot report successfully! Data Divas gotta get creative!

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