Core Essentials Track

Core Essentials Track

Welcome to the Raisers Edge Core Essentials Track, where you'll embark on a journey to unlock the full potential of this powerful fundraising and database management tool at its core. Core Essentials is broken down into five main groups where you'll discover the essentials of Raisers Edge, gaining proficiency in navigating its features and harnessing its capabilities to elevate your efficiency in both Database view and Webview. We don’t just show you the how but tell you the why!
Sargent Leads Essentials will give you and your team all the foundational skills needed to ensure your organization’s success. In this professional development series, you will learn everything from how to establish accurate reports to the best ways to increase donations for your charity’s mission.

Learning at a Glance

30 hrs

of training and content materials

23

Essentials courses to learn

100%

developed by real-world experience
Constituent Essentials

Constituent Essentials is made up of four courses that will walk you through the general navigation of Raiser’s Edge. Guide you through the anatomy of a record and talk through the how, why and when to add constituents, relationships and actions. All courses include the webview and database view options.

Gift Essentials

Gift Essentials comprises three courses where you will learn the core structure necessary for reporting and ensuring organizations optimize efficiency. The campaign, fund and appeal structure is the backbone of the Raiser’s Edge system. Understanding gift records will review gift types and other fields in the gifts that will help with reporting and reconciliation.

Query Essentials

Welcome to our Raiser's Edge Query Essentials which comprises three courses where you will learn to master queries and lists. We'll guide you through the art of creating and optimizing queries and lists within Raiser's Edge. Whether you're a seasoned database user or just starting out, this course will empower you to harness the full potential of Raiser's Edge for targeted data retrieval. Join us to streamline your processes, enhance reporting, and take command of your data with precision. Let's dive into the world of queries and lists together!

Export Essentials

Welcome to our Raiser's Edge Exporting Essentials which comprises three courses where we'll unravel the secrets of seamless data export within Raiser's Edge. Whether you're a data enthusiast or just getting started, these courses will equip you with the skills to efficiently extract, organize, and leverage crucial information. Join us for a swift journey into mastering Raiser's Edge exporting capabilities and elevate your data management game. Let's export excellence together!

Report Essentials

Welcome to our Reporting in Raiser's Edge and NXT courses. In these next nine courses, we'll navigate the robust reporting features of both Raiser's Edge and NXT. Whether you're a data-driven professional or new to reporting, this course will equip you with the skills to extract meaningful insights and present them effectively. Join us for a dual exploration of reporting excellence in Raiser's Edge and NXT. Let's unlock the power of data-driven decision-making together!
"The training experience via remote screen sharing provides top-notch staff training and development. Because of Sargent’s real-world experiences, they are able to communicate the impact of making a small change. It is empowering to know that you have a skilled expert with in-depth experience just a phone call or mouse click away.".

-- Sandra Clark, Director of Finance and Administration, Saint John Regional Hospital Foundation

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Learning at a Glance

Constituent Essentials

Gift Essentials

Query Essentials

Export Essentials

Report Essentials

Questions? We’ve got answers.

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