Create Blackbaud CRM Reports

This is a document is about creating reports for Blackbaud CRM. In this guide we explore the creation of a report about time periods for stages in a prospect plan. Along the way, we declare a design for the report, explore the application for features related to the report, and look at the transactional database and the data warehouse database data structures related to the report.

We will build a report based on the design which finds data in the transactional database. Then we will create reports which gather data from the data warehouse database. In the course of reporting from the data warehouse, we will explore extending the data warehouse to create a better structure for the report data.

This guide also includes an appendix of related, general topics: Appendix