OnBoard Online Training: Upcoming Sessions PDF Print E-mail
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Here are the upcoming sessions offered through OnBoard, our online Raiser's Edge training program.

Upcoming Sessions

Note: All sessions are listed for Mountain Time (MT)

Reviewing CRA Receipting Regulations
Begin: Sep 9, 2010 11:00 AM MT
The Canada Revenue Agency has all these "rules" they'd like us to follow. Fortunately they have a website we will review and see some of the resources we have available for tax receipt rules.
Free spaces: 10

Dashboards - Creating and sharing dashboards
Begin: Sep 14, 2010 11:00 AM MT
Learn to setup, use, and share Dashboards and Panels. This dynamic reporting tool can give wonderful high level snapshots of how your organization is doing. Your Executive Director might even get over their fear of RE.
Free spaces: 10

Globally Deleting Records
Begin: Sep 14, 2010 1:00 PM MT
Getting large numbers of records into RE is one thing. What do you do when you need to remove large numbers of records? Join this session to learn the finer points of Global Deletes. DISCLAIMER: For goodness sake - backup your database before trying a global delete.
Free spaces: 12

Receipt - Create a consolidated receipt
Begin: Sep 16, 2010 11:00 AM MT
For many donors one receipt per donation is just too much paperwork. We'll learn how to create a consolidated receipt template for all their donations. This gives them one receipt at the end of the year.
Free spaces: 10

Reports - Create a LYBUNT report and a Gift Detail Report
Begin: Sep 21, 2010 11:00 AM MT
Learn how to create, save, and run report parameter files for two popular canned reports in Raiser's Edge. The principles taught in this session will allow you to run any report in Raiser's Edge.
Free spaces: 9

Receipt - Void/ Re-issue/ Reprint
Begin: Sep 23, 2010 11:00 AM MT
Dogs not only eat homework - they also eat tax receipts. Find out how to give your donors replacement receipts and keep a solid audit trail in Raiser's Edge at the same time.
Free spaces: 9

Reports - Create a Pivot Table
Begin: Sep 28, 2010 11:00 AM MT
Pivot reports are powerful data modeling tools that can dramatically change the way you look at your data in Raiser's Edge. Learn how they both answer and prompt questions about your Constituents
Free spaces: 11

Blackbaud Management Console - Backups and Maintenance
Begin: Sep 28, 2010 1:00 PM MT
Join us to learn how to get the most out of the BMC and keep your instance of Raiser's Edge Server running at peak performance.
Free spaces: 12

Reports - Create a Gift Entry Validation Report and a Gift Detail Report
Begin: Sep 30, 2010 11:00 AM MT
Learn how to run some gift-specific reports and use them to understand how your fundraising efforts are going.
Free spaces: 10

Export - Export data to Microsoft Excel
Begin: Oct 5, 2010 11:00 AM MT
Sometimes Raiser's Edge is not the best tool to work with your data. Learn how to get your data out into Microsoft Excel
Free spaces: 12

 
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OnBoard: Building confident Raiser's Edge Users, one session at a time.

  • Instructor Lead
  • Interactive Online Training
  • Delivered in 1 hour Live Webinars.
  • Access to at least 10 sessions per month.
  • 30-day Free Trial included in all plans.
  • Prices are as low as 
    • $49/month for an Individual
    • $69/month for an Organization

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More Info

Method Works Consulting

100-120 17 Avenue SW
Calgary, Alberta   T2S 2T2
Canada

 


Phone: 403-278-4892
Toll Free: 1-800-278-4892
Fax: 1-800-278-4892

 

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