query vs. report: choosing the right tool for the right job in the raiser’s edge
DESCRIPTION
Have you ever wondered when you should use a query and when you should use a report? Maybe you’ve wondered if there’s a report that will get the job done better than a query. If so, this session is right up your alley! Join us for this session and come prepared to walk away empowered with query and report tool information in The Raiser’TRANSCRIPT
Query vs. Report: Choosing the Right Tool for the Right Job in The Raiser’s EdgeSEAN PATRICK HOLLAND
Agenda
• Identify how to group records with Query• Explore exporting data with Export• Locate the appropriate report• Discuss the benefits of each tool
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Query
Overview
Reports
Export
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Query
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Query
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All Male Constituents:
Export
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Export
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Microsoft® Excel®• Comma-Separated Values• Character-Separated Values• Excel® Spreadsheet
• Blackbaud Simple Word Merge• Blackbaud Conditional Word Merge
Microsoft® Word
• Microsoft Access DatabaseMicrosoft® Access®
• Blackbaud Report Writer Database (MDB)• Internet Document (HTML)
Other Applications
Report
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Report
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Benefits and Challenges
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Query vs. Export vs. Report
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Query Export Report
Benefits
Access to all fields Access to all fields Designed for a specific task
Control over data Control over data Wizard to assist you
Easy to summarize Easy to summarize Summaries built in
Flexible result formatting Flexible result formatting Pre-designed result
Challenges
Access to all fields Access to all fields Designed for a specific task
No wizard to assist you No wizard to assist you Pre-defined filters, fields, and format
Summary
• Identify how to group records with Query• Explore exporting data with Export• Locate the appropriate report• Discuss the benefits of each tool
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How to Create a Query
1 On the toolbar, click Query.
2 Click New.
3 Select Query Type and Format.
4 Click OK.
5 Select appropriate criteria.
6 Select output fields.
7 Select sort if desired.
8 View Results tab.
9 From the File menu, select Save.
10 Add a name and description based on your policies and procedures.
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How to Create an Export
1 On the toolbar, click Export.
2 Click New.
3 Select the type and format.
4 Click Create Now.
5 On the General tab, click Include.
6 Select Selected Records, and open your query.
7 On the Output tab, select the fields to export.
8 On the File menu, select Save.
9 Add a name and description based on your policies and procedures
10 Click Save.
11 Click Export Now.
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How to Create a Report
1 On the toolbar, click Reports.
2 Select a report category.
3 Select a report.
4 Click New.
5 Assemble the report using the report tabs.
6 On the File menu, select Save.
7 Add a name and description based on your policies and procedures.
8 To preview the report, click Preview.
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