Raiser's Edge Users - I have a question for you

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Jennifer Schmidt
Jennifer Schmidt
Fifth Anniversary 10 Comments Photogenic 5 Likes
in Blackbaud Raiser's Edge NXT®: General Discussion
I am working on putting together a presentation on the topic, “What we want our supervisors/executive leaders to know about Raiser’s Edge?” This presentation is going to focus on things that we want our Leadership to know about Raiser’s Edge, the work we do in Raiser’s Edge and maybe some tips and tricks that we can share with them to better help them.

I am curious to see what your answers would be to this question… If you have a second shoot me over a few responses.

 
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  • Dean Cikins
    Dean Cikins
    Eighth Anniversary Photogenic First Comment Facilitator Level 1
    You might be interested in these two webinars (assuming you are on NXT) 
    https://community.blackbaud.com/reviews/item/7/2336
    https://community.blackbaud.com/reviews/item/7/2254

     
  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary 5,000 Likes 2500 Comments Photogenic
    Discussion moved to Raiser's Edge forums. Thanks!
  • Jennifer Schmidt
    Jennifer Schmidt
    Fifth Anniversary 10 Comments Photogenic 5 Likes

    Can you
    send the attached document in an email?

     

    Jenny Schmidt

    Development Systems
    Manager

    Stewardship and the Annual
    Catholic Appeal

    Archdiocese of St. Louis

    20 Archbishop May Drive

    St. Louis, MO  63119

    jenniferschmidt@archstl.org
    p: 314.792.7216 | f:314.792.7229

     

     

     



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  • Elizabeth Rich
    Elizabeth Rich
    Tenth Anniversary 10 Comments 25 Likes Photogenic
    The Gift Detail and Summary Report is the go to report for us and our monthly and year-to-date fundraising tracking. We changed the columns to include Gifts, Pledges, Pledge Payments and Pledge Balance. I run three different reports: Unrestricted, Temporarily Restricted and Permanently Restricted. They are all we need. There is no reason not to trust the reports in RE. 
  • Lisa Hussain
    Lisa Hussain
    Seventh Anniversary Photogenic First Comment Socialite Level 2
    Hi Elizabeth


    I would LOVE my report to be setup like this. I actually tried to set-this up today. I am struggling with how or which boxes I should be checking. Any insight you can share would be wonderful.  
  • Elizabeth Rich
    Elizabeth Rich
    Tenth Anniversary 10 Comments 25 Likes Photogenic
    I've attached how we do the columns. Contact me offline for more information.
  • Lisa Hussain
    Lisa Hussain
    Seventh Anniversary Photogenic First Comment Socialite Level 2
    Thank you! 
  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary 2,500 Likes 1000 Comments Photogenic
    #GNinja

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