Crystal Reports for Raiser’s Edge

We have experience in designing systems in Raiser’s Edge, documenting the new configuration, developing many different Crystal Reports and training your staff on how to use this new system.  All to get more out of Raiser’s Edge.  We have found that many users of Raiser’s Edge only use a very small percentage of the power of Raiser’s Edge.  We help you use far more than the basic core functionality!
Some reports we have worked on, including easy to read and understand visuals aids such as charts, sliders and gauges:

Major Giving, Prospect Management & Capital Campaign Reports

• Specialized briefing notes for your organization

• Prospects by solicitor, in Priority Order, with Think About Amounts, Ask Amounts, Funded Amounts, Proposal Status, etc.

• Prospects by solicitor with only verbal commitment pledges and follow up dates to ensure pledge agreements are signed

• Prospects by division or classification of your campaign

• Prospects by their “moves management” phase

• Proposal reports based on your Case Statements categories, that is how many proposals for each category, by dates, amounts, status and so on

• Analysis reports of how many prospects in each “moves management” phase at any given time, how long they have been in that phase, etc.

• Naming Opportunities reports by building/room/level/exhibit, what has been taken and what is available

• Recognition reports, how many donors recognized per month, how, where and how long between the donation received and when they were recognized

Special Events Reports

• Event Sponsorships by type of sponsorship, amounts, recognition, donor & contact names, paid and unpaid statuses

• Golf Reports – by foursomes, golfers, dinner attendee, sponsorships for holes, foursomes, hole in ones, etc

• Gala Reports – by table, seat arrangements, sponsorships, auction items purchased

• Registration Reports for a registration table at the event

• Silent & Live Auction prospect reports –  donor & contact names, items given per year of the event, solicitor

• Pledge “a-thon” reports – by participants, team, paid, unpaid, percentages raised

We have also created many more Crystal Reports for areas such as:

• Tax Receipts – highly customized consolidation receipts that show numerous donations on one receipt per donor
  

• Finance Departments – especially reconciliation reports
  

• Analysis – renewal rates per donor, acquisition rates, annual giving analysis reports
  

• Campaign/Appeal Category reports - very visual reports, handy to give to Board Members

• Program Reports – for each Program Director/Manager