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An online training program that really works!

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

  • Instructor Led
  • 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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See the training sessions coming up
in the next 30 days

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OnBoard Tracks is a great learning environment: The instructors know what they're doing and have the perspective of how they system works from their previous experience. The examples used are realistic and valid. Users were encouraged to ask questions and try out the futures. Format was organized and easy to follow. I would recommend anyone who would like to learn more about Raiser's Edge and improve their system to attend the OnBoard Tracks!
- D. Ha, St. Paul's Hospital Foundation of Vancouver
 

Who Uses OnBoard?

  • Boys and Girls Club of Calgary
  • Concordia University College of Alberta
  • St. Paul's Hospital Foundation
  • TELUS World of Science

OnBoard Sessions

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.

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.

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.

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.

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.

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

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.

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.

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

GL Post - Posting transactions to Financial Edge or other accounting system
Begin: Oct 7, 2010 11:00 AM MT
Creating gift records is not the end of the gift entry procedure. Learn how the General Ledge function in Raiser's Edge can help you lock down gift records and create a log of any changes to the gifts after they are entered.

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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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