Note: Unfortunately this option is not available if Blackbaud hosts your database. The following instructions use The Raiser's Edge as an example. The instructions also apply to The Financial Edge and The Education Edge. If you are using one of these products, please substitute it for The Raiser's Edge in the instructions below.

RODBA is an optional module that enables external applications such as Microsoft Access or Crystal Reports to have read-only access to The Raiser's Edge 7 database and is available with Advantage Professional and Advantage Priority Maintenance.

  1. Unlock RODBA: If RODBA is already unlocked then skip to step #2.
    1. Enter the unlock code for RODBA
    2. When the code is entered, the Select RE:Open Username and Password screen appears
    3. Enter a new username and password. This is the SQL username and password that will be created and used when connecting to the database using external applications.
    4. Exit and Sign out of the software
    5. Log into The Raiser's Edge
    6. The Plug-Ins page includes the Read Only Database Assistance Query Tool, and you can view a query's SQL statement by selecting View, SQL from the menu bar
  2. Configure the direct ODBC connection with Crystal Reports (directions are version specific):
    • Crystal Version XI
      1. Open Crystal Reports and select File, New from the menu bar
      2. In the Database Expert window, open Create New Connection > ODBC (RDO)
      3. In the ODBC (RDO) window, select the Data Source Name that corresponds to your database's DSN source
      4. Click Next
      5. Enter User ID and password - this would be the username and password that was entered when RE: Open was unlocked
      6. Click Finish
      7. In Database Expert window, under ODBC (RDO) > [your database's DSN source], open the option for your database.
                    (**it will be your database's description)
      8. Select dbo
      9. Under dbo open Tables and, select the tables that you wish to include in your report.
        Note: Your best resource in determining what tables you need can be found by logging into The Raiser’s Edge, going to Help menu > VBA/API Help > Programmer Reference > Database Reference. 
      10. Click Next
      11. On Tables screen, manually link together your tables
      12. Click Ok
      13. Once completed, the report can be designed as normal using fields from the tables that were selected.
    • Crystal Version 8.5
      1. Open Crystal Reports and select File, New from the menu bar
      2. Select As a Blank Report and click OK
      3. Select ODBC
      4. In the list of databases locate the RE7 ODBC connection. The default will be listed as REOpen7.
      5. Enter in the Login ID and password that was entered when RE: Open was unlocked.
        Note: If you forget the username and password is must be reset
      6. Select all tables that are needed for the Crystal report. To select multiple tables hold down the CTRL key and select all that apply.
      7. When the Visual linking expert opens make sure that all tables are linked correctly.
        Note: We recommend to not use the Perform Smart Linking option. Selecting this option allows Crystal Reports to link the tables based on field names. Some field names should not be linked and by leaving Perform Smart Linking selected the tables may be linked incorrectly.
      8. Once completed, the report can be designed as normal using fields from the tables that were selected.