NOTE: Please verify the version of your Raiser's Edge software. Pivot Report functionality in The Raiser's Edge is different as of The Raiser's Edge 7.94:
 



 


In The Raiser's Edge 7.94 and higher

Note: To successfully view pivot reports and charts, you must have Excel installed on your computer. If your Raiser's Edge is hosted by Blackbaud, Excel is  installed in the hosting environment. If you have updated from The Raiser's Edge 7.93 and earlier to The Raiser's Edge 7.94/7.95 or higher and had saved Pivot Reports, please refer to Pivot Reports need to be recreated after updating to 7.95.

Let's look at a common example: Reporting on giving by city for the last calendar year. To create this pivot report, follow these steps:
  1. Determine the goal of the report and the information to be included.
  2. Create a query containing the information to be included in the report. For our example, start a new dynamic gift query. On the Criteria tab, add the filter gift information > gift date equals Last Calendar yr
  3. On the Output tab of the query, include the fields that you want work with in the Pivot Report. For our example, add three fields: (1)  gift information > gift date, (2) gift information > gift amount, and (3) constituent > address > preferred address > city, state.
  4. Save and close the query.
  5. In Reports, click Pivot Reports and click New.
  6. Click the binoculars icon to search for the query.
  7. Select the query created in steps 2 through 4 and click Open.
  8. Click Generate to load the data into the report. Excel will open with a Pivot Report set up.
  9. Working in Excel, click and drag Preferred City, State from upper right box to Row Labels below.
  10. Click and drag Gift Amount from upper right box to Values box below.
    sample Pivot report
  11. Format data as desired.
  12. Save and close the Excel file.
  13. Optionally back in The Raiser's Edge, click save on the Pivot Report and name the parameter to use this query/pivot report again.
NOTE: Questions about the functionality of the Pivot Reports within Excel are outside of Blackbaud’s scope of support. For additional resources on using Pivot Reports in Excel, refer to the Help feature in Excel or Microsoft Support.


 


In The Raiser's Edge 7.93 and earlier

Note: To successfully view pivot reports and charts, you must have Excel installed on your computer. 

Let's look at a common example: Reporting on giving by city for the last fiscal year. To create this pivot report, follow these steps:
  1. Determine the goal of the report and the information to be included.
  2. Create a query containing the information to be included in the report. For our example, start a new dynamic gift query. On the Criteria tab, add the filter gift information > gift date equals Last Calendar yr
  3. On the Output tab of the query, include the fields that you want work with in the Pivot Report. For our example, add three fields: (1)  gift information > gift date, (2) gift information > gift amount, and (3) constituent > address > preferred address > city, state.
  4. Save and close the query.
  5. In Reports, click Pivot Reports and click New.
  6. Click the binoculars icon to search for the query.
  7. Select the query created in steps 2 through 4 and click Open.
  8. Click Generate to load the data into the report.
  9. Drag Preferred City_State from the PivotTableField List to the New Pivot Report screen field entitled Drop Row Fields Here.

    Pivot Report
     
  10. Click the plus [+} beside Gift Date Breakdown to expand the fields. Select Month and drag it from the PivotTable Field List to the Drop Column Fields Here field.

    Pivot Report
     
  11. Click the plus [+] beside Totals to expand the fields. Select Total Amount and drag it from PivotTable Field List to the Drop Total or Detail Fields Here field.
  12. Select File, Save from the menu bar on the New Pivot Report screen. Enter a name for the report.
  13. The report can be rearranged or 'pivoted' by dragging the Month field to the Row field and the Preferred City_State field to the Column field.

    Pivot Report
     

For more information on creating and customizing pivot reports, refer to the Microsoft Office Integration Guide (PDF).