Post on 27-May-2018
Blackbaud Online User Clinics
The Financial Edge Online User Clinics:
Homepages and Dashboards
April 28, 2010
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Host: James Bradley, Solutions Consultant
Blackbaud Online User Clinics
Q&A and Technical Assistance
To submit a text question:
1) Click the ‘Q&A’ pane
2) Type your question
3) Click the ‘Ask’ button
Note: Use the scroll button to scroll to your
answer if necessary.
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answer if necessary.
For technical assistance connecting:
Intercall: 800.374.1852
Live Meeting: 866.493.2825
Note: These numbers are for technical
assistance. They are not the call-in numbers to
listen to the event.
Blackbaud Online User Clinics
Agenda
� Welcome and Introductions
� Blackbaud News and Updates
� Homepages and Dashboards Presentation
� Upcoming Web Events
� How Blackbaud Can Help
� Q&A
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Blackbaud Online User Clinics
Blackbaud NetCommunity Spark™
o Blackbaud NetCommunity Spark is a new online
marketing and membership solution that ignites
your website!
o Spark seamlessly integrates with The Raiser’s Edge
o Bring your website to life with:
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o Bring your website to life with:
• Unmatched online membership and fundraising tools
• Email marketing to help drive new & renewing support
• Online event management and registrations
o Join us for a free web seminar: Ignite Your Website
with Blackbaud NetCommunity Spark
• 5/11/10 at 2:00 p.m. ET
• 5/26/10 at 2:00 p.m. ET
Blackbaud Online User Clinics
Blackbaud Learn™
� Blackbaud Learn is an annual training subscription offered in tiered packages to best serve your training needs:
• Learn
• Learn More
• Learn Everything
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� Training is available for the following solutions:
• The Raiser’s Edge 7
• The Financial Edge
• The Education Edge
• Blackbaud NetCommunity
• Blackbaud Sphere
Blackbaud Online User Clinics
Get the most out of your solutions with Blackbaud Learn!
� Live classes on software skills (online and classroom)
� Live lessons on best practices and nonprofit strategies
� Role-based curriculum for specific skill sets
� Exclusive Q&A office hours with experts each month
Blackbaud Learn™
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� Exclusive Q&A office hours with experts each month
� Self-paced and on-demand classes available online 24/7
� Constantly evolving curriculum
� No travel costs or hassle for more than 95% of classes
� Monthly training newsletter with new class alerts, tips and tricks
View the course catalog online at www.blackbaud.com/training.
Blackbaud Online User Clinics
Blackbaud Application Hosting™
� Security: World-class security measures that employ 24/7/365 system monitoring
� Uptime Guarantees: 99.9% or better uptime – applications are always available and designed to perform at the optimal level
� Disaster Recovery: Immediate access to key business applications, even when unforeseen events pose an obstacle or threat
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unforeseen events pose an obstacle or threat
� Cost Control and Savings: Subscription-based services make IT costs steady
and predictable
� Remote Access: Access your Blackbaud software anytime, anywhere via a web
browser
� Availability: Host The Raiser’s Edge, The Financial Edge, Blackbaud NetCommunity, The Education Edge, Faculty Access for the Web,
NetClassroom, Student Information System, The Patron Edge Online, Blackbaud Enterprise CRM, Blackbaud Direct Marketing, and The Researcher's Edge
Blackbaud Online User Clinics
Blackbaud’s 2010 Conference for Nonprofits
o Join us to experience everything you have come to love about the Blackbaud Conference – three days of educational content dedicated to your specific needs
and opportunities to network with your peers and industry experts – all in a new
venue that will have more to offer than ever before!
o October 20 – 22, 2010 at the Gaylord National Hotel and Convention Center in
Washington, D.C.
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Washington, D.C.
o Click here to learn more about the 2010 Conference!
Blackbaud Online User Clinics
Homepages and Dashboards
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Blackbaud Online User Clinics
Home Page: What is it?
You can designate
records and processes
you use most frequently as
favorites
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favorites
The Financial Edge Homepages act much like internet favorites
Blackbaud Online User Clinics
What can be linked from my Homepage?
� Record Searches
� Adding Records
� Reports
� Imports
� Exports
� Queries
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� Word Docs
� Website Links
� In short just about anything you can do in the Financial Edge can be accessed by creating Favorites on your Home Page!
Blackbaud Online User Clinics
Action Reminders
� Actions track any tasks or activities you complete for a record.
• For example:
• In AP, a vendor action may track a review of a maintenance contract
• In GL, a project action may track reports that need to be sent to a Grant Organization
• In Payroll, an employee action may track an employee review.
� Action Reminders on the Home Page notify you when actions are scheduled for
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� Action Reminders on the Home Page notify you when actions are scheduled for completion.
Blackbaud Online User Clinics
What is Homepage?
� The starting point for The Financial Edge
� Gives users the ability to add shortcuts for all of their daily tasks through the use of “favorites”
Similar to setting up a homepage on an Internet browser
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� Similar to setting up a homepage on an Internet browser
� Serves as a message board to remind you of all of the upcoming actions you have
� Each employee has the ability to customize their homepage to meet their specific needs
Blackbaud Online User Clinics
Demonstration of Home Page Functionality in The Financial Edge
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Blackbaud Online User Clinics
What is Dashboard?
� A car’s dashboard shows you up-to-the-minute information about your car – your speed, how much gas you have, how hot the engine is, etc.
� A Financial Edge Dashboard is very much the same – showing you timely information about your organization in a visual presentation. Each panel shows a different report.
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Blackbaud Online User Clinics
Dashboards
� A powerful management tool that gives you a snapshot of important performance indicators
� Quickly and easily, it summarizes your organization's most valuable information
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� Create dashboards with panels containing information from all the programs within a database for which you have security rights to view
Blackbaud Online User Clinics
How do I make my Dashboard?
� The Customize button is
where you configure your dashboard.
� The available panels of
reports are listed on the left.
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� Choose the panel by clicking
Add.
� Click the Edit button to format
the report, change date
ranges, and apply filtering.
Blackbaud Online User Clinics
What can I do with my Dashboard?
� In the Panel:• Copy the Panel to the
Clipboard to use in PowerPoint, Word, etc.
• Print the Panel for hard-copy distribution.
• Send the Panel as an e-mail!
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� Drill down into Records, Transactions and Source Documents!
• For example, you can drill down to an AP Invoice right from an Income Statement.
� Drill down simply by pointing-and-clicking.
• In this example, clicking on the account number takes you into the Account Record’s Activity tab.
Blackbaud Online User Clinics
Some Tips about Dashboard
� Dashboards are “cross-modular”.
� You can have over 200 panels in each Dashboard.
� You can make as many Dashboards as you want.
� Dashboards can be shared with other users.
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� Dashboards must be refreshed to show the most current information.
Blackbaud Online User Clinics
Demonstration of Dashboards in The Financial Edge
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Blackbaud Online User Clinics
Insert Topic Slides
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Insert Topic Slides
Blackbaud Online User Clinics
The Financial Edge Online User Clinics
Topic Date
Query 3/17/10
Homepages and Dashboards 4/28/10
Enhancing Your Purchasing Process 6/9/10
Making the Most of Raiser’s Edge and Financial Edge Integration 7/21/10
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Making the Most of Raiser’s Edge and Financial Edge Integration 7/21/10
Reconciliation 9/1/10
Year-End Procedures 10/13/10
Preparing Your 1099s 11/17/10
Reporting 12/15/10
Blackbaud Online User Clinics
Upcoming Web Seminars
� Advanced Budget Management
• 5/25/10 at 2:00 p.m. ET
• 6/29/10 at 2:00 p.m. ET
� F9 for The Financial Edge
• 5/27/10 at 2:00 p.m. ET
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� Take Invoice & Purchase Requests Online: WebPortal for The Financial Edge
• 5/26/10 at 2:00 p.m. ET
� For a schedule of all upcoming web seminars or to register, go to
www.blackbaud.com/webinars.
Blackbaud Online User Clinics
How Blackbaud Can Help
Contact Blackbaud Support for more information on:
� Additional Modules: Multiple module purchases and bundled training
� Training Services: Blackbaud Learn™
� Hosting Services: Blackbaud Application Hosting™
� Consulting Services: Conversions, customizations
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� Consulting Services: Conversions, customizations
� Data Enrichment Services: Identify, rate, and qualify your best prospects
Email resupport@blackbaud.com or call 800.468.8996 for assistance.
Blackbaud Online User Clinics
Questions?
Phone: 800.443.9441
Email: solutions@blackbaud.com
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Email: solutions@blackbaud.com
Thank you for joining us!