Entries from Road to CA tagged with 'reporting'

Progress Report

We are making good progress on our to-do list highlighted in our last post. Todd and I are whipping through the computed columns and subroutines needed for reports and downloads, while Matt is working on creating and testing the documents...

What Next?

We've completed three conversions and all of our Datatel-led training. So what's left to do in the 2-1/2 months between now and live conversion? Plenty! Here are some of the things we're working on now, or about to start. Reporting....

Another Busy Month!

We've been very busy since our last few posts. Here's some of what we've been up to: Conferences and Training Todd, Matt and I - along with 8 others from Allegheny - attended DUG 2009 in the DC area earlier...

Next Steps

With the second conversion completed, it's a good time to grab a breath and consider our next steps. Here are some of the things on our short-term to-do list. Fix errors found in the second conversion. We don't have too...

Reporting!

This afternoon Todd, Matt and I start our Institutional Advancement Reporting Techniques training. Todd has been anxiously awaiting this class, as file structure in CA is very different from what she's been used to in Benefactor. Once we complete the...