For help creating a Crystal Report, see How to create a Crystal Report (BB591).

You create custom reports in Reports, accessed by clicking Reports on the navigation bar in The Raiser's Edge, The Financial Edge, or The Education Edge.

To add a Custom Report:

  1. In Reports, click the Custom Report category. 
  2. In the top menu bar, click New. 
  3. In the Select Export field, select the export file you want to use as a data source for your custom report.
    To access a list of all export files created for use with Crystal Reports, click the binoculars. 
  4. Within the Open screen, select an existing export file or create a new export file.
    • To select a file, highlight the file name and click Open. You return to the Custom Report screen and the selected export file name appears in
      the Select Export field.
    • To create a new export file, click Add New. Within the Create a New Export screen, create an export file to use with Custom Reports. After you create and save your export file, the selected export file name will populate the Select Export field.
  5. In the Select Crystal Report field on the Custom Report screen, select the Crystal Report file you want to link to the selected export file.
    To search for a saved Crystal Report file, click the icon at the end of the field.  Within the Open screen, locate the Crystal Report file you want to link to the selected export file and click Open. The selected report name will populate the Select Crystal Report field. 
  6. If you want the selected export file to automatically refresh every time you view the report, mark Refresh Export. If you do not mark this checkbox, the program checks to see if the export file exists on your
    machine. If it does, the program uses the existing export file; if it does not, the program generates the export file, regardless of the settings. All of the fields included in the selected Crystal Report must be included in the selected export file. 
  7. Click Preview to view a copy of the report on your screen before printing it out. 
  8. To print the report, click the Print icon at the top of the preview screen. 
  9. Click File, Save from the menu bar. 
  10. Enter a Report name and a Description. You can also choose to allow other users to run or modify this report parameter file. 
  11. Click Save.

Note: In order for a Custom Report to work for all users, the report must be saved on a network drive. All users must also have the exact same path to that network drive. For example, if the user who added the report had it saved on G:\Reports, every other user must have the same path, G:\Reports, to the report. Also, all users must have Read and Execute rights to the location where the report is saved on the network.

 

To run an existing Custom Report:

  1. In Reports, click the Custom Report category. 
  2. Select the existing report parameter file, and click Open in the top menu bar. 
  3. Click Preview to view a copy of the report on your screen before printing it out.

     
If Blackbaud hosts your data: Place the report file in My Files (BB172995) so all users can access the file.