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Blackbaud Training
                                                                                       The Raiser’s Edge® 7: Essentials Part I




The Raiser’s Edge 7: Essentials Part 2
  The Raiser’s Edge: Essentials Part II is a three-day course that builds on the concepts introduced in The
  Raiser’s Edge: Essentials Part I. Through instructor-led scenarios, class discussion, and hands-on practice
  in the sample data, participants learn to group records and generate output in The Raiser's Edge. After taking
  this class, you will be able to create mailings, evaluate data using reports and dashboards, group records
  with queries, export database information, and manage your data using global functions.


  Course Objectives
  Upon completion of this course, you will be able to:
  •   Log in to and navigate The Raiser's Edge
  •   Create mailings using Raiser's Edge data
  •   Generate reports to analyse Raiser's Edge data
  •   Create dashboards that display summary data
  •   Group records in your database using queries
  •   Export data from The Raiser's Edge for use in other applications
  •   Manage data using global functions


  Prerequisites and Advanced Preparation
  This course is designed for those responsible for maintaining data and generating database output in The
  Raiser's Edge. Before attending this class, you must attend The Raiser’s Edge: Essentials Part I. You should
  also be comfortable working in a Microsoft® Windows® environment.


  Course Content
  Navigation
  •   Log in to and out of The Raiser's Edge
  •   Navigate to key functional areas in The Raiser's Edge
  •   Locate Blackbaud Help resources in The Raiser's Edge and online




 © April 2011 | 189 Miller St, North2000 Daniel Island Drive, Charleston, SC 8986 6000 E. sales@blackbaud.com.au W. www.blackbaud.com.au
                © February 2002 | Sydney, Australia 2060 T. +61 2 29492 T 800.443.9441 E solutions@blackbaud.com W www.blackbaud.com
Blackbaud Training
                                                                                            The Raiser’s Edge® 7: Essentials Part I

Communicating with Constituents Using Mail
•   Describe the role of Mail in The Raiser's Edge
•   Create basic mailings
•   Create mail merges for mailings
•   Describe user options for Mail


Analysing Data Using Reports
•   Describe the role of Reports in The Raiser's Edge
•   Locate reports in report categories
•   Define report parameters
•   Preview report results
•   Create a report from a record
•   Describe user options related to reports


Viewing Information with Dashboards
•   Describe the role of dashboards in The Raiser's Edge
•   Locate dashboard summaries for a variety of analysis needs
•   Create dashboards
•   Update dashboards


Grouping Records with Query
•   Describe the role of Query in The Raiser's Edge
•   Create queries by selecting the appropriate type, format, criteria, output, and sort order
•   Create queries using summary fields
•   Create a query by merging queries
•   Describe options that affect queries


Fundamentals of Exporting
•   Describe the role of Export in The Raiser's Edge
•   Create an export file
•   Create a mail merge using the Export feature
•   Send an export file in an email
•   Describe Export user options


Introduction to Global Functions
•   Update a field value on multiple records at once
•   Add the same information to multiple records at once



    Get started today. Contact your account representative or email training@blackbaud.com.au

    © April 2011 | 189 Miller St, North Sydney, Australia 2060 T. +61 2 8986 6000 E. sales@blackbaud.com.au W. www.blackbaud.com.au
                 © February 2002 | 2000 Daniel Island Drive, Charleston, SC 29492 T 800.443.9441 E solutions@blackbaud.com W www.blackbaud.com

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Training2

  • 1. Blackbaud Training The Raiser’s Edge® 7: Essentials Part I The Raiser’s Edge 7: Essentials Part 2 The Raiser’s Edge: Essentials Part II is a three-day course that builds on the concepts introduced in The Raiser’s Edge: Essentials Part I. Through instructor-led scenarios, class discussion, and hands-on practice in the sample data, participants learn to group records and generate output in The Raiser's Edge. After taking this class, you will be able to create mailings, evaluate data using reports and dashboards, group records with queries, export database information, and manage your data using global functions. Course Objectives Upon completion of this course, you will be able to: • Log in to and navigate The Raiser's Edge • Create mailings using Raiser's Edge data • Generate reports to analyse Raiser's Edge data • Create dashboards that display summary data • Group records in your database using queries • Export data from The Raiser's Edge for use in other applications • Manage data using global functions Prerequisites and Advanced Preparation This course is designed for those responsible for maintaining data and generating database output in The Raiser's Edge. Before attending this class, you must attend The Raiser’s Edge: Essentials Part I. You should also be comfortable working in a Microsoft® Windows® environment. Course Content Navigation • Log in to and out of The Raiser's Edge • Navigate to key functional areas in The Raiser's Edge • Locate Blackbaud Help resources in The Raiser's Edge and online © April 2011 | 189 Miller St, North2000 Daniel Island Drive, Charleston, SC 8986 6000 E. sales@blackbaud.com.au W. www.blackbaud.com.au © February 2002 | Sydney, Australia 2060 T. +61 2 29492 T 800.443.9441 E solutions@blackbaud.com W www.blackbaud.com
  • 2. Blackbaud Training The Raiser’s Edge® 7: Essentials Part I Communicating with Constituents Using Mail • Describe the role of Mail in The Raiser's Edge • Create basic mailings • Create mail merges for mailings • Describe user options for Mail Analysing Data Using Reports • Describe the role of Reports in The Raiser's Edge • Locate reports in report categories • Define report parameters • Preview report results • Create a report from a record • Describe user options related to reports Viewing Information with Dashboards • Describe the role of dashboards in The Raiser's Edge • Locate dashboard summaries for a variety of analysis needs • Create dashboards • Update dashboards Grouping Records with Query • Describe the role of Query in The Raiser's Edge • Create queries by selecting the appropriate type, format, criteria, output, and sort order • Create queries using summary fields • Create a query by merging queries • Describe options that affect queries Fundamentals of Exporting • Describe the role of Export in The Raiser's Edge • Create an export file • Create a mail merge using the Export feature • Send an export file in an email • Describe Export user options Introduction to Global Functions • Update a field value on multiple records at once • Add the same information to multiple records at once Get started today. Contact your account representative or email training@blackbaud.com.au © April 2011 | 189 Miller St, North Sydney, Australia 2060 T. +61 2 8986 6000 E. sales@blackbaud.com.au W. www.blackbaud.com.au © February 2002 | 2000 Daniel Island Drive, Charleston, SC 29492 T 800.443.9441 E solutions@blackbaud.com W www.blackbaud.com