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The Raiser's Edge Advanced Sessions
| Custom Reporting On Demand: Advanced Pivot Reports |
| Speaker: Molly Maple, Senior Solutions Engineer, Blackbaud, Inc. |
Are you intimidated by Crystal Reports®? Are the “canned” reports just not giving you what you need? Come to this session to learn how to master the power of pivot reports in The Raiser’s Edge. This session will move fast and teach you advanced features such as creating percentages, charting, creating new calculated totals, and performing analysis on Blackbaud NetCommunity data.
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| Power User Importing |
| Speaker: Tiffany Elser, Senior Solutions Engineer, Blackbaud, Inc |
Ready to move beyond basic imports? This session will dive into the importing process on a more advanced level. We will import addresses with multiple phone numbers and take a look at how to use Import for data cleanup. Valuable tips will be given for preparing and creating import files outside The Raiser’s Edge. Last but definitely not least, Tiffany will cover time-saving steps and importing land mines to avoid so you can start importing with confidence at your organization!
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| Major Gift Management in The Raiser’s Edge |
| Speaker: Bob Duckworth Vice President/Executive Director of St. Josephs/Candler Foundations and Shawn Poland Executive Director, Cambrian Foundation |
Moves Management was founded in the 1970s in higher education at Cornell by Buck Smith and David Dunlap. After copyrighting their process, Smith and Dunlap sold their process to Charitable Institute for Giving. In this session, Shawn and Bob will examine The Artful Journey, a book by William Sturtevant, principle of the Charitable Institute for Giving. They will also explain how major gift officers can predictably secure major gifts and track the process in The Raiser’s Edge.
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| An Introduction to Crystal Reports® |
| Speaker: Marc Van Baar, Enterprise Educational Consulting Manager, Blackbaud, Inc. |
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When you have a reporting need that can’t be satisfied through regular reports, dashboards, or pivot reports, Crystal Reports® may be the answer. Crystal allows for attractive and concise reporting. This session is in the advanced track because creating Crystal reports is an advanced task. However, this is a beginner’s session for those of you that are new to Crystal 8.5. Rest assured, this session will not focus on advanced tips and tricks within Crystal.
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| Mail Merging for the Advanced Raiser’s Edge User |
| Speaker: Tiffany Elser, Senior Solutions Engineer, Blackbaud, Inc |
Are you looking for ways to streamline and improve your organization’s processes for mail merging? Do you spend too much time processing personalized letters manually? Capitalize on the power of The Raiser’s Edge and Microsoft Word® to create customized mailings. You will learn tips and tricks for selecting your data fields, extracting information from the system, and configuring Microsoft Word® documents. You will leave this session with the tools necessary to create advanced mail merges at your organization, saving you time and frustration.
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| So Many Reports, So Little Time: An Overview of What Reports to Use |
| Speaker: Marc Van Baar, Enterprise Educational Consulting Manager, Blackbaud, Inc. |
Work smarter — not harder — by becoming more versatile in reporting. This session will help you decide what report to use, what resources are available, and how to troubleshoot. It will also provide answers to whether it is possible to compare reports and what to do if your grand total is not what you expected. We will also discuss how queries affect reports, and you will leave the session with seven tips for better reporting.
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| Advanced Querying: Taking It to the Next Level |
| Speaker: Tiffany Elser, Senior Solutions Engineer, Blackbaud, Inc |
Have a basic understanding of Query and ready to kick it up a notch at the office? We will explore more advanced and creative uses of queries in The Raiser’s Edge. After attending this session, you will be well on your way to becoming the “Query King” or “Queen” at the office. You will see the power of unusual operators, such as Blank, Like, and Ask. Using output queries and merging queries will also be discussed in this hands-on session.
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