Blackbaud User Society - Forum

Subject: Recalculate funding - by: Melissa Siobhan

Fri, 24 May 2013 14:23:28 +0000

jas. wrote:

grrrr.....

(cue my rant about how proposals should be queryable/exportable in the same way constituents or gifts are)

I am on that bus with you, Wayne.

Subject: "Is inactive" Box in Bio 1 Tab - by: Melissa Siobhan

Thu, 23 May 2013 20:37:16 +0000

You are welcome.

I tend to have a "never give up/you never know" kind of policy. I traditionally send mailings for 3-5 years before dropping people from mailing cycles. However, one year we were participating in a national march on Washington and I was asked to go back to 10 years worth of donors.

Had I used 5 years as my cutoff I would have had all of those people marked inactive and either a) told my boss "no, I can only mail 5 years worth" or b) ignore the inactive code which could also include people who wanted no further contact.

I started at my last job and found out that the interim VP of fundraising, who had no fundraising experience but was the VP of communications at the time, told the gift processor to mark every record who had not given in 2 years as inactive. I wanted to vomit. It was one place where I knew that there were not "haters" (like when I worked at Planned Parenthood) so I had to make the tough choice to remove the inactive checkbox from every record (moved it to an attribute of "formerly inactive" and mail to all of these people. I got not a single complaint, thankfully.

Even using the definition of "not responsive after X responses" is up for interpretation. What if a new fundraiser comes in and thinks that Z responses is a better timeframe. You can always query on number of appeals at any time and include/exclude from any particular mailing you want. No need to check the inactive code.

I see the inactive code as being something you use when you want to "remove" the record without acutally removing it. It is an overarching - all solicit codes... no contact... no phone calls... nothing - EVER. Anything else which would be a variable to include/exclude this record from mailings such as last gift date, gift size, number of appeals sent, etc. should not be a factor in your inactive coding, in my opinion.

Subject: Matching Gifts Question - by: Melissa Siobhan

Wed, 22 May 2013 21:09:29 +0000

Your CFO should have ZERO control over what you add into RE - only what you transmit from RE to finance.

First, no organization should be transmitting MG Pledges to finance as actual pledges since the org has not committed the money - the form you get simply states that the donor has applied - no guarantee the company will pay - therefore it cannot be considered a Pledge in the financial sense. In this way your CFO is right.

Where your CFO is wrong is in that you should not be entering them at all. The primary reason MG pledges are separate from Pledges is that they are treated differently. You absolutely should be using the MG Pledge gift type so you can track the "potential revenue" we'll call it. You just DO NOT post it as a pledge in finance. You never even notify finance of it.

The first your finance department should hear about a MG is when the payment arrives. At that point it should be treated as an outright gift. If you post properly to Finance - all of this can be done in RE WITH using MG pledge gift types.

Subject: Prospect Managers - by: Melissa Siobhan

Wed, 22 May 2013 15:56:19 +0000

Apologies in advance for the long message and repeats on a few other boards. I have a complicated question for anyone with experience with Raiser’s Edge. We are having some difficulty with managing prospect manager (solicitor) assignments in RE.

Currently it is our policy to:
• Assign only one person in a couple if the couple have separate records. So the spouse does not get an actual assignment. Nor do they get proposals on the prospect tab.
• Assign the individual if they give through a family foundation or donor advised fund and NOT assign the foundation or DAF and proposals go on the individual
• Use pop up business rules to tell you when you have entered a record which is assigned to a prospect manager.

The problems we have include:
a) MGOs entering spouse records or foundation/DAF and, not seeing themselves assigned and no pop up, assigning or asking someone to assign them. This adds to their portfolio count which can be misleading to count a donor, their spouse, and their foundation all as separate prospects.
b) MGOs entering spouse records or foundation/DAF and, not seeing proposals and forgetting they did not get a pop up, adding proposals or asking someone to add a proposal. This really messes up reports since the ask amounts, etc. are now double counting two proposals when, in fact, only one ask is scheduled.
c) Unassigned foundations getting pulled into donor renewal mailings. I can pull spouses from the mailings by querying on whether the spouse has a PM, but I cannot do the same for foundation relationships. Every mailing, I need to check all organizations and be sure they are not connected to an assigned individual and if I find them, I add contact restriction attributes to the record. It is not a very efficient system.
d) When entering any of these records – it is not easy to figure out who is the prospect manager who is essentially responsible for the record, despite not counting it as a distinct prospect.

Do any of you have a system which helps with these issues?

I am considering creating a solicitor type to add to these additional records which “assigns” them to the PM but can be counted separately from the primary prospect relationship.

• Pros: fixes a) c) and d) from above and allows me to audit for when c) happens (no proposals should be on records without a primary PM relationship)
• Cons: requires as many as 3 (or more) relationships to be created to “assign” someone if they are married and give through a third party. Also unassignment or assignment changes require several updates to relationships. No good way to audit if staff are following proper procedures when they do this and we could be left with some “hanging chads”.

Thoughts?

Subject: Using Etap for Fundraising & Marketing - HELP! - by: ejeplawy

Mon, 20 May 2013 15:19:20 +0000

Thanks Jon,

This is exactly what we have done. I created a multi select UDF for different types of mailings as well as some other UDFs. right now we are busy going through everyone in our database and figuring out what selection each constituent should have. We took our time to think out our plan and so far it seems like it will work great.

Subject: Memberships - by: jgarrow

Sun, 19 May 2013 05:52:35 +0000

If your dues are a set amount, you should be able to perform a mass update periodically to add in the non-deductible amount. Otherwise, it is probably worth spending the money for a custom form that does this automatically.

Subject: Soft Credit to other Org records - by: Tcassi

Fri, 17 May 2013 18:44:14 +0000

No, but we SC multiple orgs for amounts that total the full HC amount. Each one of those SC amounts duplicate in query (which I'm sure is a BUG & they won't fix - I've asked before) for the number of orgs that are soft credited on each gift. CMN (Children's Miracle Network) sends us checks for moneys collected from orgs (walmart, costco, safeway - to name a few). Happens all the time!

Subject: Online Sales - by: Rob_Nicholl

Fri, 17 May 2013 15:31:33 +0000

Are people using ALTRU for online sales and reservations? Or are you using a different program altogether?

We are currently using ALTRU for online donations and memberships, but we have had very limited success using it for ticket sales and program registration. The last time we had a big event we used Eventbrite to register people online and it worked pretty well.

It seems like the big problems with online sales in ALTRU include recognizing member benefits and customizing confirmation emails. Anyone else have similar issues? What solution did you come up with?

Thanks!

Subject: SQL Server Database Replication? - by: Kraeg

Fri, 17 May 2013 13:23:03 +0000

I'd rather read from the live database all the time, but the indexes aren't always suited to what we want to query, and we can't change them, and so such querying can bring RE to its knees. This is one of the situations querying the live database can be bad.

One of the things we've seen the most improvement in is exporting constituent data based on an Action query. In RE what we do can take tens of hours, and impact performance for other users. I wrote some SQL for it, which does it in a few seconds, and no-one notices a thing (this is for exporting data).

I also have some figures compile each night, because once data changes you can't report on those figures ever again (without restoring a backup from the night you want to report on). These compilation processes only take a few seconds to run.

Subject: Developing Sharepoint Intranet Page - by: kschmidt

Thu, 16 May 2013 20:15:00 +0000

I would look into Office 365. MS will store Sharepoint in "the cloud" (expressing hatred for that term), and you will pay a subscription fee for it. Might be a lot cheaper than trying to keep extra hardware around for SP

That said, as long as you have licenses to Sharepoint (both the Sharepoint license and the Client-Access-Licenses for people using it), should should be able to copy and put onto another server.

Subject: New Fund not showing up in CR - by: jas.

Thu, 16 May 2013 19:32:36 +0000

First of all, do you have CR set to save data with report? If you do it won't refresh things until you tell it to.

Second, did you tell CR to verify the database? That makes it look and make sure everything is up to date.

Also, the query the report is based on includes all funds and appeals, but does the export have any filtering in it? That could cause a problem.

Subject: "contains" - by: jas.

Thu, 16 May 2013 19:29:45 +0000

I usually use InStr.

InStr({field}, 'text')

evaluates to the position of the start of the string in the field, or 0 if it's not there.

If InStr({field}, 'text') <> 0
then 'true'
else 'false'

Peter's way is easier. I don't know why I've always used InStr.

Subject: Anonymous Record - by: Melissa Siobhan

Tue, 14 May 2013 21:02:58 +0000

If this is a truly large gift and someone with whom to treat with kid gloves I would go through this carefully but honestly most of the time simply marking the record AND gift as anonymous should do what it needs to do.

Otherwise, you could also create a separate record for this record but it must have the name of the donor somewhere and should not just be "folklore" where when people leave it is unknown who this donor is. You may want to put it in a note with special note type with notepad security by type to only be seen by the head of the department (and anyone else who needs to be "in the know" but not all RE users).

Or even make is a separate record in the actual name of the donor and add a special constituent code and add security by constituency to that record. (this one is a bit trickier because I believe sometimes these records can still appear in queries and reports so you may want to look into that.

Subject: Appeals - by: Melissa Siobhan

Tue, 14 May 2013 20:57:33 +0000

I believe I am in the minority but I keep my appeals open for a long time until I do not expect more replies to come in (18-24 months) and will re-open an appeal to add a gift if one comes in later.

I have seen where others create an "old appeal" appeal type of sorts as a catch all for all gifts entered from appeals that have already been inactivated.

I can say that either approach is ok but what I do not recommend is choosing an altogether different appeal that was sent more recently and attributing it to that one. You have no clue if the constituent even opened that appeal so do not give it credit - you would be invalidating any analysis or testing you are doing with that appeal.

Subject: Have you left BBNC? On the verge of breaking up... - by: RochelleS

Tue, 14 May 2013 15:19:14 +0000

Peter, that's my thoughts exactly. It's not perfect but it works. The connector is great.

Nothing, however, will stop a user from typing JOHN AND MARY into the "First Name" section. STOPIT. BAD DONOR.

Subject: Who supports BBNC at your institution? - by: Eric Valdescaro

Mon, 13 May 2013 17:31:52 +0000

Appreciate the detail Peter, thanks!

-Eric

Subject: Additional Donations - by: amy

Fri, 10 May 2013 17:35:11 +0000

If only $150 is linked to the event, then the other $150 is an additional donation, since the latter don't get attached to the participant record automatically. See BBNC Help: www.blackbaud.com/support/netcommunity/q...ts_143222666_6048832

Can you contact the donor to check? I have seen this happen before where, by accident, someone had set a 1 ticket limit on the form so the registrant just paid extra hoping that they'd realize they wanted two tickets. If that doesn't apply to your situation, then it's definitely an additional donation.

Subject: I am back Eugene Phillips - by: eugenefphillips

Thu, 09 May 2013 16:57:42 +0000

I have been programming for the past couple of years. I have really enjoyed it. It is nice when you get to create things for people to use, and make their work easier to do.

Subject: Anyone else use it? - by: claudiagomez

Wed, 08 May 2013 17:08:48 +0000

So for us, we have now been on Altru for a year. We moved from Raiser's Edge and CAM (which was our front desk system).

We have experienced both positive and negative moments.

Some positives:
Everything is on one system and it is easy. Someone in Education can sell a membership with a
summer camp and development does not need to enter it later. Because it is easy, training
is easy and that means we can cross train people to do many other tasks.

All our data is in one system. Now we are able to run metrics on visitor stats and members.
We can see what are donors and members are doing. This is actually very powerful and we can
now see trends on what events our members are coming to and so on.

It is a new system and Blackbaud actually listens. They are still developing the product so
as customers we get to see prototypes and give input. There is also an Altru community
that is a great resource. You can share ideas with other organizations and talk about
policies.

Membership reports are built in and completely amazing. RE was just horrible at this.

It is web based. That means I can access it anywhere and it can be portable.
Some Negatives:
No prospect management. There isn't a prospect module and action tracks do not exist.
There are interactions (which are basically actions).

There is no real mobile component. There are mobile queries and mobile checkins.

The online ticketing component is very basic.

The front desk is slow when the Museum is slow.

The merchandise component is still in beta.

I can definitely give you more details and some more specific details if you just want to send me a note.

Overall, we are happy we went this way. Despite sometimes being frustrating, we are happy with the data we are collecting and the ease of use. It is awesome to lookup a member at the front desk, register them for anything, and not have to link or update or connect the databases. Our Executive Director seems to love it so that is always a good thing!

Subject: Database & Development Operations Associate - DC - by: lprzybylski

Wed, 08 May 2013 15:41:07 +0000

THE ASPEN INSTITUTE: The Aspen Institute is an educational and policy studies organization based in Washington, DC. Its mission is to foster leadership based on enduring values and to provide a nonpartisan venue for dealing with critical issues. The Institute has campuses in Aspen, Colorado, and on the Wye River on Maryland’s Eastern Shore. It also maintains offices in New York City and has an international network of partners.

BASIC FUNCTION:

The Raiser’s Edge Database and Development Operations Associate assists the Director of Development Operations in the administration of the Institute’s constituent relationship management system. This position is responsible developing advanced queries, reports, and lists for the Development office, for training Aspen Institute staff on Raiser’s Edge and
For actively supporting and encouraging the use of Raiser’s Edge and related Blackbaud products among staff across the Institute.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

•Provides database support, including troubleshooting and assisting staff across the Institute with the creation of advanced queries, lists, and reports.
•Works with program staff on importing new constituent data into the database.
•Ensures the timely and accurate processing of pledge reminders through the DC office and works with the Accounting department to maintain the integrity and effectiveness of the gift management process. Prepares weekly gift entry reports to check the accuracy of gift data and coordinates regular reconciliations with Accounting data.
•Supports effective donor stewardship by creating and refining, as needed, systems for tracking acknowledgement letters, reports to major donors, and recognition lists in the Annual Report and other publications.
•Oversees training of Aspen Institute staff on Raiser’s Edge. This includes developing training tracks or sessions, and training curriculum and materials, and providing training to new employees and providing ongoing refresher training for existing staff.
•Assists with database maintenance, including the oversight of security and data integrity and the management of code tables and duplicate records.
•Assists with the development of detailed Raiser’s Edge policies and procedures and enforces and maintains them, as needed
•Assists with other administrative tasks for Development Operations, including the processing of bills and maintaining organized files.
•General support of events and activities as part of the Development team.

KNOWLEDGE, EDUCATION AND EXPERIENCE:

The ideal candidate will possess the following skills and attributes:
•College degree
•At least 5 years of professional database administration experience in a nonprofit organization, ideally as part of a Development team
•Proficiency with Raiser’s Edge fundraising software required
•Proficiency with Microsoft Office
•Ability to effectively train staff on The Raiser’s Edge, including in a group setting
•Ability to analyze and organize data efficiently with attention to detail
•Ability to work independently and take initiative
•Excellent oral communication, interpersonal, and writing skills
•Ability to handle multiple tasks and complex projects simultaneously
•Understanding of privacy standards and ability to maintain confidentiality of constituent information

NOTE: This is an excellent opportunity to work with a dynamic president and a solid team of professionals. Excellent benefits; salary commensurate with experience.

To APPLY:

Please visit the Aspen Institute's career page below and follow the instructions to submit a cover letter and CV.

aspeninstitute.silkroad.com/epostings/in...2343&startflag=1

The Aspen Institute is an Equal Opportunity Employer and complies with all District and federal laws.

Subject: SENIOR BUSINESS ANALYST - EDUCATION - Chicago - by: mryberg

Wed, 08 May 2013 14:45:59 +0000

SENIOR BUSINESS ANALYST - EDUCATION
LEVEL: Exempt

REPORTING RELATIONSHIP: Reports to CIO

PRIMARY JOB PURPOSE: This position provides support, implementation and upgrades for assigned software applications. Individuals in this position should be considered an expert in several applications or technologies. Individuals in this position will provide leadership and direction toward accomplishing the goals and objectives of the organization with a thorough understanding of multi-platform application software and its inter-relationship with the delivery of health care services. This position may be assigned to lead or participate in accomplishing system implementations or upgrade projects and coordinate these efforts between Information Services and other departments as necessary to complete. This position is responsible for coordination of feasibility studies, vendor selection/negotiations, planning, testing, implementation, and maintenance of assigned applications. Individuals in this position are responsible for adhering to and supporting ICO/IEI standards, procedures, policies, protocols and objectives.

JOB DUTIES:
• Serves as liaison between Business Owners, End Users, Consultants/Vendors, IT Infrastructure staff and IT Management.
• Administer database and application security.
• Ensure effective utilization of systems through user training, system maintenance and system monitoring
• Schedule and perform updates to applications
• Develops and documents workflow, systems requirements, system impact analysis, systems design, process analysis and testing (including reasonableness checks) using software development methodology to provide efficient, cost-effective solutions as directed. Identifies impact of solutions on existing and future systems.
• Works closely with Business Owners and end users to develop detailed requirements to meet business needs.
• Lead discovery activities with business and IT staff at all levels to understand assumptions and constraints related to a solution delivery.
• Performs analysis on projects and provides a project plan that shows the tasks needing to be completed and a time estimate for each task.
• Provides status reports that give a detailed description of the current project’s progress and indicates time devoted to each task of the project.
• Participates in development of detail design and design walk-through with appropriate focus groups and related users to verify accuracy of design in meeting business needs.
• Act as first or second line of support for functional area.
• Coordinates software and infrastructure development efforts performed by in- house staff or outside consultants to ensure that everything is completed according to the project plan.
• Provide after-hours/non-workday support on-site or via remote access

SPECIFIC JOB FUNCTIONS:
• Primary manager and business analyst for all education applications.
• Backup to the Healthcare Business Analyst.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
• Bachelor’s Degree or higher in Information Systems or equivalent field of study
• Four years’ experience in information systems, including 3+ years’ hands on experience with common academic applications (Blackbaud, Learning Management Systems (LMS), etc.).
• Subject Matter Expert in one or more of the following: Raiser’s Edge, Education Edge, PaperSavePro and NetCommunity.
• Minimum of 3 years’ experience in business analysis\data analysis in one or more projects.
• Knowledge and hands-on experience in application or database management strongly preferred.
• Strong analytical, quantitative, problem solving, and organizational skills.
• Ability to coordinate multiple tasks, set priorities, and meet deadlines.
• Familiar with business process analysis and workflow documentation skills.
• Experience with developing use case modeling and iteration process testing models.
• Ability to communicate effectively to all levels in the organization.

Strong analytical and technical writing is essential.
• Certified or trained in SQL
• Strong proficiency in Crystal Reports
• Visual Basic, Perl, Visual C++ knowledge preferred
• Attendance must be in accordance to College policy

We are an EEO Employer

In the subject line of your e-mail, type: Sr Bus Analyst and e-mail your resume and cover letter to
This e-mail address is being protected from spambots. You need JavaScript enabled to view it No Phone Calls, Please.

Subject: SQL access to static queries - by: NonProfitTechie

Tue, 07 May 2013 18:45:58 +0000

Hi Jeff,

Yes you are correct. The number does not change. I was remembering something different. I think if you have a query linked to an export or report in RE, then it would have to be re-attached, but I also just tested it and the number stays the same.

Blaine

Subject: Gifts and Records Manager, Haverford College Phila - by: dianewilder

Tue, 07 May 2013 14:21:21 +0000

Gifts and Records Manager position open at Haverford College, Haverford, PA.
Detailed job description attached.

Interested? Please submit cover letter, resume and references to:
Diane Wilder, This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Subject: Multiple email addresses - by: CarolR

Mon, 06 May 2013 15:04:48 +0000

Thank you Petra. We sent our first email last week, and I did use an imported list of the second (and sometimes third) emails.

It's not ideal, but it works well enough. Our email wasn't fancy enough to have to worry about altering the text, at least!

Subject: import fail - by: jjansen2

Sun, 05 May 2013 12:01:30 +0000

The logon screen at 11:00pm would not let me logon to my workstation. The Raiser’s Edge screen would flash on and the workstation locked again immediately.
I could see Current Record 59,153 with 59,151 records Updated and 2 Exceptions in that screen flash.
Now, at 7:45am Sunday the same screen shows Current Record 59,155 with 59,151 Records Updated and 4 Exceptions.
The Raiser’s Edge Screen is sitting and not moving on the Import saying Importing Data: Pass 1…
When I look at the 1st and 59,153rd records they have the data in there that I was Importing.

Did the nightly backups make hash of the Raiser’s Edge database with this Import running?

Subject: Payments not added to a batch. - by: Kraeg

Fri, 03 May 2013 00:31:26 +0000

Has anyone experienced RE not adding due payments to a batch? We had this happen recently, and as far as we can tell they should have been added (due to Recurring Gift due date).
There are some BB KB articles about it, stating it is possible that this happens, and offering some (but not all, I assume) reasons why.

Subject: Giving History Part - by: Lance.Olenik

Wed, 01 May 2013 16:23:14 +0000

Hi all,

We have a Giving History page at www.maf.org/mymaf/giving-history. There are 2 tabs for the 'Transaction Manager' part: Active and History. Is it possible to set it so that the History tab is the first one active? Or to just remove the Active tab all together?

I've used some jQuery (along with the cookies plugin) to activate it on the first visit, but we really have no need for the Active tab at all. Has anyone explored this with Blackbaud?

Subject: Moving A Gift - by: JeffMon

Tue, 30 Apr 2013 20:06:06 +0000

Melissa Siobhan wrote:

Jeff - I am not sure what you mean by hairy and not hairy gifts.

By "hairy" I mean something like a Pledge that has multiple posted payments from a spouse, three different splits and maybe a write off for good measure. If you have one of those and two other simple cash gifts, might be easier to move them all to the destination and re-create the non-hairy records on the source constituent rather than manually recreating the "hairy" gift.

Subject: Soft Credit weirdness - by: Melissa Siobhan

Tue, 30 Apr 2013 15:40:31 +0000

The entire soft crediting situation needs an overhaul!

Subject: Bar Code / Scanning - by: Danielle_APH

Mon, 29 Apr 2013 19:12:06 +0000

Thank you both! It doesn't sound as though the bar code/scanner system achieves what he believes it does. I meet with him tomorrow to discuss what I've found. I may be back with more questions.

Subject: Database Admin can help you DC or Baltimore region - by: Iamthetommy

Mon, 29 Apr 2013 16:26:44 +0000

Me - Experienced Database Admin, Monthly Giving Manager, and Researcher currently in graduate school looking for part-time/temp work.

You - Non-profit who needs help with a large data project, cleaning up a messy database, complex data entry, or any other task big or small.

I can provide references upon request.
I am available to work in Baltimore or DC metro area.

Please contact me at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Subject: Mailing List -- Excluding Appeals. - by: Melissa Siobhan

Fri, 26 Apr 2013 18:59:44 +0000

I think the whole point of this conversation was to not have a query where they have to do appeal = a whole list of appeals except the ones that are not membership related. That is what Kirk has suggested. I have given a few alternative ways to look to do in the future to make this easier on you but those are the best I can give - otherwise you would do what you and Kirk have already suggested.

Subject: My Thoughts so far with NetCommunity - by: Kezza

Thu, 25 Apr 2013 23:47:04 +0000

Excellent... exactly the post I needed for a Friday

Not sure about SpongeBob, he looks far to calm

Subject: Event Table Layout - by: Melissa Siobhan

Thu, 25 Apr 2013 21:06:17 +0000

Have any of you been able to take the seating assignments in the events module and create a report which is a visual representation of the table layout with the names of the folks on it. They do not necessarily need to be at each seat - a list inside of a round table visual would be enough. Is this best done using export and crystal? Word merge? I am just not sure how I could do this so that changes to table assignments in RE can in the quick running/refreshing of a report reflect the new table layout map.

Currently there is exporting and cutting and pasting going on which is never efficient. I expect there will need to be a new one for each event since table layouts are different at different events but that is at least only one time vs the number of times people re-create the layout and update RE as more people RSVP and needs change.

Thanks for any suggestions you can make.

Melissa

Subject: RE Hosted - Security Issues? - by: sagespot

Thu, 25 Apr 2013 20:59:00 +0000

Yup. We're not totally set on hosting but something that we're leaning towards with some of the new online solutions through BB.

Here's a question - does your organization utilize RE Mobile? If so, what are your security policies in regards to who can access what?

Subject: Square vs. Intuit GoPayment vs. ? - by: buckminster19

Thu, 25 Apr 2013 19:42:51 +0000

I have an update. We ended up not going with either Square or GoPayment. We bought a credit card swiper (IDMB-354133B - ID Tech MiniMag Duo Card Reader) and using BBMS. It worked very well, although we had to be sure to track what we sold to whom for reconciliation. If anyone wants more information, feel free to contact me about it.

Subject: ODBC Datasource in Custom Report - by: lowcountrygenius

Thu, 25 Apr 2013 15:11:31 +0000

OP asked specifically about using Crystal with ODBC connections to work with their own stored procs.

Moving to a new reporting or BI tool means learning a new skillset and potentially buying more software and training. If readers want recommendations of other BI tools, JasperServer is also web-based, has a powerful free/open source edition, and has a much larger user base with more documentation and free video tutorials.