Monday, June 10, 2013

Raiser's Edge Reports That Write Themselves

Raiser's Edge Reports That Write Themselves

Often, organizations contact me looking for ideas for improved reporting as they are not certain what might be best for them.  I first ask them for the key areas they feel they need new reporting, then ask them for the questions they are trying to answer in those areas, and finally provide some ideas as to what reporting in these areas might look like.

You can then use these reporting ideas, a report that you already have, or a report that you have in mind to come up with improved iterations of these reports by taking a closer look at your data.

Here are some of the areas to look at in your data when coming up with how a report could morph into something new and exciting for your organization.

1) Active data - What data is moving in Raiser's Edge in terms of recently being added or updated?
2) Problem data - What problems exist in your data that are creating issues within your reports?
3) Variance data - How do the actual values compare to goals specified within Raiser's Edge?
4) New data - What new data is there to report on?
5) Comparison data - How does your data compare to other similar data of yours or others?
6) Triggered data - What new actions are needed if certain triggers are met?
7) Suggested data - What new data should you be capturing or maintaining within Raiser's Edge?
8) Alert data - What key events occurring within your data do you need to be notified of ASAP?
9) Stagnant data - What data is becoming stagnant due to lack of use?
10) Pivot data - Is there anything new and of value found when cross referencing multiple data points together?

Anything is possible with reporting so please do not limit yourself in any way!  Happy exploring!

Robin
http://www.resolutionstech.com

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