INSTRUCTOR-LED TRAINING FOR THE RAISER’S EDGE

Quick links: Fundamentals | Entering and Using Data | Grouping and Exporting Data | Managing Gift Aid | Database Administration | Importing Data | Fundraising | Custom Reports | Membership Management | Event Management | Raiser's Edge NXT

 

 

 

 


Fundamentals

Classroom course:

Fundamentals: This three-day instructor-led classroom event covers core functionality in Raiser's Edge. We'll walk you through the basics of Raiser’s Edge, with hands-on exercises designed with you in mind. Learn to navigate in Raiser's Edge, create and maintain constituent records, enter and manage gift records, and configure basic Mail tasks. In addition, you will learn to use reports, dashboards, and exports. Includes six modules.

Online classes:

Raiser's Edge: Overview
Raiser's Edge: Constituents 1
Raiser's Edge: Gifts 1
Raiser's Edge: Query 1
Raiser's Edge: Mail 1
Raiser's Edge: Data Analysis and Extraction 1


Entering and Using Data

Classroom course:

Entering and Using Data: In this two-day instructor-led classroom event you’ll explore deeper functionality in Raiser’s Edge as you are introduced to additional mail types, how to evaluate data using reports and dashboards, and how to use Batch to add multiple records at once.  Includes four modules.

Online classes:

Raiser's Edge: Constituents 2
Raiser's Edge: Gifts 2
Raiser's Edge: Mail 2
Raiser's Edge: Data Analysis 2


Grouping and Exporting Data

Classroom course:

Grouping and Exporting Data: In this one-day instructor-led classroom event you’ll learn about query, export, and report topics like creating complex queries, exports, and pivot reports. This course builds on the concepts introduced in the Raiser’s Edge Fundamentals series. Includes two modules.

Online classes:

Raiser's Edge: Query 2
Raiser's Edge: Data Extraction 2


Managing Gift Aid

Classroom course:

Not available as classroom course. Please see online classes.

Online classes:

Raiser's Edge: Managing Gift Aid


Database Administration

Classroom course:

Database Administration: In this  two-day instructor-led classroom event you’ll explore database administration functionality in Raiser’s Edge as you are introduced to security and business rules. You'll learn to identify, prevent, and merge duplicate constituent records and how you can identify cleanup areas and perform maintenance to enhance the health of your data. Includes four modules.

Online classes:

Raiser's Edge: Database Admin 1
Raiser's Edge: Database Admin 2
Raiser's Edge: Keeping Your Data Clean
Raiser's Edge: Refining Addressees and Attributes


Importing Data

Classroom course:

Not available as classroom course. Please see online classes.

Online classes:

Raiser's Edge: Import 1
Raiser's Edge: Import 2


Fundraising

Classroom course:

Not available as classroom course. Please see online classes.


Custom Reports

Classroom course:

In this one-day instructor-led classroom event, you’ll learn how to navigate around and create a report in SAP® Crystal Reports® Xl. Using the tools available to summarise, filter, order and display the information you need for customised reports and sub reports in RE.


Membership Management

Classroom course:

Not available as classroom course. Please see online classes.

Online classes:

Raiser's Edge: Membership 1
Raiser's Edge: Membership 2


Event Management

Classroom course:

Not available as classroom course. Please see online classes.

Online classes:

Raiser's Edge: Events 1
Raiser's Edge: Events 2


Raiser's Edge NXT

Classroom course:

Not available as classroom course. Please see online classes.

Online classes:

Raiser's Edge NXT: Overview




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