Training Documents

Many trainings have been held over the past few months. You may find past training material by following the links below. Please send any questions you have about this material to REHelp@seattleu.edu.

Training Videos

• Searching for Records
  Short video showing how to find records in Raiser's Edge.

Contact Reports

• Admin Assistant's Guide to Contact Reports
  What Administrative Assistants should know if asked to enter contact reports into Raiser's Edge.
• Contact Reports Made Easy
  Contains steps and screen shots for entering contact reports.

Events

• RE Events and Participant Tracking
  Overview and tracking events and their participants in RE.

General

• Customizing your RE Home Page
  Adding shortcuts and dashboards to your RE Home Page to help you work more efficiently.
• Data Entry Shortcuts
  Customizations to help speed up and simplify data entry tasks. Shortcuts include setting a default startup page, setting a default tab when opening records and loading default data sets.

Gifts

• Gift Records and Gift Reports
  Slides covering a Constituent's gift tab, Gift records, and gift types as well as a few tips and tricks working with gifts in Raiser's Edge.
• Understanding Gift Pledges
  All you need to know about gift pledges.
• Gift Type Definitions
  Explanation of the various gift types and well as which ones to include in reports for accurate totals.
• How To Run A Gift Summary
  A guide on running a simple gift summary by donor, appeal, or fund. Also shows how to use the Dashboard feature for simple gift reports.

Mailings/Exports

• Mailing Help
  Guide for getting prepared for a mass mailing and getting the most out of the resources available to help you succeed.
• Mailing/Solicitation Checklist
  Considerations and points of coordination before executing a mailing/phonathon. 
• RE Mail Module
  Overview of how to use the Raiser's Edge Mail module including solicit code filtering, address processing and communicating with business contacts. 
• Exporting in RE
  Overview of exporting data from Raiser's Edge using the Export module.

Reports

• Running Profile Reports
  Instructions for running Profile Reports and definitions of a few Individual Profile Report templates

Queries

• Querying in RE
  Overview of how to query for data in the Alumni and Donor database.
• Art of Querying
  Advanced querying topics, tips and examples of processes that involve multiple queries.

Volunteers

• Volunteer Tracking
  An overview of how volunteers are tracking in the Alumni and Donor database.

Other

• Using RE to Manage Your Lists
  Outlines the benefits for using Raiser's Edge to manage your list of constituents and getting help setting up a tracking system.
• Where to Find it in Raiser's Edge
  Where to find commonly needed information in Raiser's Edge.