Upload
joe-meehan
View
1.018
Download
1
Tags:
Embed Size (px)
DESCRIPTION
This session was a review of Crystal Reports® and how they're used with The Raiser's Edge, advantages over Microsoft Excel®, types of reports available, and how to set up custom reports. Learn details about grouping, subtotals, suppressing records, and consistency among staff reports.
Citation preview
1
Measure The Right Stuff Through Custom Crystal Reports PRESENTED BY JOE MEEHAN
2
WHAT'S CRYSTAL REPORTS?
• A Report Writing program – Contains No Data• Mail Merge on Steroids• Does your organization have Crystal Reports?• Most reports in Raiser’s Edge use Crystal Reports
• Does using Word save you $? Raise $ for you?• Does using Excel save you $? Raise $ for you?• ROI with Crystal Reports: Is your time worth $?
WHAT IS YOUR ROI?
3
WHEN TO USE CRYSTAL REPORTS?
• Keep exporting to Excel?
• Re-format the report each time?
• You’ve spent 30 minutes of formatting only to find a minor error in your data.
• Typo?
4
WHY USE CRYSTAL REPORTS?
• 10,000 reports in Raiser’s Edge; but what you need isn’t listed.• Fields you don’t need or want… appear on reports.• Fields that you DO need or want… aren’t available.• Consistency in report format across your organization
5
I’VE ALWAYS WANTED A CUSTOM REPORT THAT CAN…
• Insert graphics (logos, pictures, links)
Save your reports as CUSTOM REPORT Run CUSTOM REPORTS with 1-click
Export it as a ADOBE PDF document
6
WHERE TO START? QUERY, OF COURSE
Use Blackbaud Report Writer Database (MDB) Format
Create Control Report to help map fields
Query
•the WHO of the data
Export
•The WHAT of the data
Crystal
•HOW you see the data
7
EXPORT CONTROL REPORT IS YOUR ROADMAP
Field = Raiser’s Edge
Header = Crystal Report
Helpful to match fields when creating report layout
8
ATTACHING THE EXPORT DATA FILE TO A CRYSTAL REPORT
If you are using Crystal 8.5
1.Select Blank Report.
2.Select "+" next to Database Files.
3.Double Click on Find Database File.
4.Browse out and select appropriate data file.
5.Using the Shift key highlight all of the tables in data file and then select the "Add" and then the "Close" button.
6.Select the "Tables..." button.
7.Move any tables from Invisible Tables box to Visible Tables box and select OK.
8.Select OK on the Visual Linking Expert dialog box.
If you are using Crystal 11
1.Select Blank Report
2.Select the "+" next to Create New Connection.
3.Select the "+" next to Database Files.
4.Browse out and select appropriate data file.
5.Highlight all of the tables and add them all to the "Selected Tables" column on right.
6.Select the "Links" tab.
7.Double click on each link/line between the tables and change the Join Type from Inner Join to Left Outer Join.
8.After changing all of the links to Left Outer Join select the OK button on the Database Expert dialog box.
9
• The Data Exports out as one complete file (data.mdb)
• But in crystal, you’ll see several different tables
• Your job is to make sure you have it “linked” correctly.
• Not much harder than Mail Merge in Word
STANDARD REPORT CREATION WIZARD (CRYSTAL XI)
10
CHOOSING THE FIELDS TO DISPLAY
• Click on the “+” to expand the table to see the fields
• This is where the Export Control Sheet can be helpful
• You only need to bring over fields you want to display
• You can add more fields later
11
SIMPLE PREVIEW OF CRYSTAL REPORTS
12
BREAKDOWN OF EACH SECTION
• Report Header (appears once at top of report)
• Page Header (appears at top of each page)
• Details (THE DATA!!!)
• Report Footer (appears once at the end of the report)
• Page Footer (appears at bottom of each page)
• You can add multiple instances of each sectionAdd a second or third instance of the Details section
• You can Suppress sections to not display altogether
13
INSERT SPECIAL FIELDS INTO THE REPORT
Page N of M
Print Date/Time
File Path and Name
Data Date and Time
Drag & Drop into headers & footers
14
INSERT TEXT OBJECT & FORMATTING FIELDS
Add a Text Object to Label you Fields, Report Name & Column Headers
Format Text: Bold, Color, Underline, Italic, Currency, Font Size, Font, Insert Graphics
Similar Toolbar to Microsoft Office Products
15
YOUR SECRET WEAPON – RIGHT CLICK ON A FIELD
Right Click on Any Field
Format Editor
• Suppress fields
• Suppress if Duplicated
• Add Borders
• Make a field a hyperlink
(URL, MailTo:)
• Write formulas for each
field
(ex. If Gift Amount > $100,
change to RED font)
16
• Any field can be sized to a specific length• Remember that at times fields can overlap each other
• You can create a text box to combine fields
Example: [Organization_Name] (space)(-)(space) [Name]
Bill & Melinda Gates Foundation – Bill Gates
• Use the CAN GROW feature on any field• No more reports where the field cuts off the end of the information
Example:
Brad Pitt’s Making It
Brad Pitt’s Making It Right Foundation
LET THE FIELDS OF DATA WORK FOR YOU
17
SORTING
Sort by any field exported in the data file – not just ones displayed
Let’s see you do THAT in Excel
18
INSERTING MULTIPLE DETAILS SECTION
Multiple lines of data in additional details section– Name– Organization– Position– Line (Insert – Line --- to act as a divider)
19
MULTIPLE DETAILS SECTIONS PREVIEW
Details A: Name
Details B: Position
Details C: Primary Business
Details D: Divider line
20
FORMATTING SECTIONS…
Click on Format
Click on Sections…
Highlight the Section
you want to format
• Select the “Suppress Blank Section” checkbox
21
SUPPRESSED BLANK DETAIL SECTION - EXAMPLE
Details sections with no position, no primary
business name are now removed
As a result of the “Suppress Blank Section” Formatting,
no more blank lines
22
SAMPLE TWO: ADDING CAMPAIGN TOTALS
Show total giving per constituent
• For 2 separate Campaigns
Requires 2 separate export fields
• Gift Summary 1, Gift Summary 2
Totals PER Campaign
• To appear at bottom of report
23
GIFT SUMMARY EXPORT – TAB 1
Determine Gift Date Range
Decide on Soft Credit Option
Decide on MG Option
24
GIFT SUMMARY TAB 2 –GIFT SUMMARIES EXPORTED
Export All Gifts from the ANNUAL
Campaign
Export All Gifts from the CAPITAL
Campaign
This creates two separate fields for the reports
25
INSERT ADDITIONAL FIELDS – GIFT SUMMARIES
• Click on VIEW… • [Field Explorer]
(dialog window should appear to your right)
• Refer to Export Control Sheet to figure out Fields
• Choose the Field you want to see on the report
Drop and Drag
26
SHOWING GIVING TOTALS PER CONSTITUENT
27
INSERTING (GIFT) GRAND TOTALS
From the INSERT Menu
Insert SUMMARY…
Do this for both gift fields
28
GRAND TOTALS SHOW AS REPORT FOOTER
Gift Fields
Gift Field Total
29
DAILY GIFT REPORT EXPORT EXAMPLE
Let’s Export out all the fields you’ve ever wanted to see on a Gift Report!
30
ALL THE FIELDS YOU’D EVER WANT TO SEE IN A GIFT REPORT…BUT WERE AFRAID TO ASK
• Gift Date• Donor Name• Contact Details
• Campaign• Fund• Appeal• Package
• Solicitor• Soft Credit Name• Gift Notes
• Amount• Gift Type
31
INSERT GROUP MENU AND OPTIONS
• Click on INSERT…GROUP…
• Choose which field to group by from
your drop down
(the field does NOT have to appear in the
report)
• Choose HOW it should be sorted
32
GROUP SECTIONS – DESIGN VIEW
• A Group Section is inserted
Think of your GROUP as your sub-headings
33
FINAL REPORT WITH GROUPS, MULTI-DETAIL, & TOTALS
• Allows you to
keep similar
records
together
• Group Sections
can be
formatted like
all other
sections
• What are fields
that you want to
GROUP by?
34
MAKE A GREAT EVENT REPORT FOR YOUR NEEDS
• Export out the fields you need to see to make better decisions for the event
• Add color & logos
• Group by table, by last name, table name
• Sort alphabetically in each group
• No more tables in Word
• No more “private” multi-saved lists in Excel
35
USE CRYSTAL REPORTS TEMPLATES
Bring all your fields into a standard report, Add Totals
Click on Report… Template Expert…, Pick a Style… Click OK
36
SAMPLE TEMPLATES IN CRYSTAL REPORTS
37
CHARTS UPDATE AUTOMATICALLY
Keep your charts in the same format all the time
• Chart will update as you (re) export new data
38
INCLUDING PICTURES IN YOUR REPORTS
Create a “Facebook” of your
donors & prospects
39
CREATING YOUR OWN FACEBOOK
"U:\\Photos\"&{CnBio.CnBio_ID}&".jpg"
Link your constituents to JPGs
40
• Insert sub-reports to see records that have more than 1 entry
• What fields are good for sub-reports? Phone Numbers Gifts Actions Events Proposals
USING SUB-REPORTS (REPORT WITHIN A REPORT)
41
SAMPLE DATABASE: CUSTOM REPORT EXPORT
Exports last3 actions… sorted by date (desc)
42
DESIGN TAB OF SAMPLE CUSTOM REPORT
Advanced report design - but flexible enough to handle all fields
43
PREVIEW TAB OF SAMPLE CUSTOM REPORT
Last 3 Actions Last 3 Gifts
44
SAVING YOUR CUSTOM REPORTS
Once you’ve got a report, save it as a CUSTOM REPORT inside Raiser’s Edge Reports
Create export/report prior to this step
Base the query (used with export) & include the <ASK> field.
Let the report be used for all your event, solicitor, gift reports.
Save it as a Favorite on your HOME Screen
45
• Use the same template / report for different queries
• No need to re-format, re-sort fields
• No need to re-create totals
• Consistent Report use amongst staff
• Export Report as a PDF (Send Externally)
• CUSTOM REPORTS with Raiser’s Edge Reports
• Save you time… and Advil
• Sample Custom Reports in Sample Database
ADVANTAGES OF CRYSTAL REPORT
46
THINGS TO REMEMBER
• Rome wasn’t build in a day neither are great Crystal Reports
• Formatting a report takes time – breathe
• Have an idea / layout of the report ahead of time
• Don’t forget to export Sorting fields
• Ask for help
- Blackbaud Support
- Knowledgebase & Forums
- Blackbaud Report Writing Services
• If you made it this far – you can do ANYTHING!
47
Joe Meehan
Associate Director of Database Marketing & Information
Milken Institute
@JoeMeehan