Best Of
Re: Major Gift Dashboard
@Crystal Bruce might want to move this under the SKY Developer forum for RE NXT or Power BI
What you want to achieve is doable but more complex. Blackbaud has multiple reports / query that you will need to use to then put everything together. How you go about it depends on how much time you want to put into this and how much ease to re-run,
Specifically for pledge forecasting, it is a little lackluster right now with the API. There is no "give me a list of all pledges installment schedule and pledge payment against each installment schedule" API endpoint, what Blackbaud provides is PER pledge, you can get a list of all its installments, and PER pledge, you can get a list of all its payment details (payment application, write off). Query API can get you installment schedule, but won't give you the breakdown needed with payment details. In order to "truly" do what you want to do with forecast, without "workarounds" that depends on circumstances, you will need to:
- For all unpaid (not fully paid) pledges
- call the "get installments" api save it in a data warehouse or cloud storage somewhere that Power BI can pick up
- call the "get payments" api and save it in a data warehouse or cloud storage somewhere that Power BI can pick up
- then in power bi, you will be able to link up all the gift details (for pledge) to its payment and write off gift details, thereby allowing you to do proper forecasting.
Re: Major Gift Dashboard
Hi Sa'id- this can be done but it would have to be different queries that are combined into one or shown on different pages in Power BI. You want to use the Fundraiser's specific record ID or Fundraiser Name to link it all together. You would need to roll up certain columns like you can't show all their actions with all their gifts without duplicating something. You would need to do last action with a gift total. Or have them appear on separate pages.
RE does not make it easy to pull installments due. I use a Gift export that pulls over 10 installments for each pledge. Then I Unpivot the installment columns so they appear in one column and use a date formula to get the installment date to a Fiscal Year. Then write formulas for what installment balance is in what year.
I'm sure someone could demo this at a Power BI User Group meeting if you aren't a part of that yet, many users have done this.
-Carol Grant
Re: Gift Dates for NXT Online Donation Forms
Thanks for the feedback @Ange Scott I think we would use the same approach with gift date and GL date that you note here, but from what I've seen, the gift processing in NXT is as you indicate, extremely clunky and time consuming. I'm looking forward to seeing this fall's PUB's in the hope that they will have fixed it to work more like database view which is super quick and can have defaults set to be almost data entry error free.
Re: Sharing my Adaptive Card template: Add Event
Hi @Mark Palfrey - The contents of Ben's zip file is actually the JSON you want to use to create the card, it is not the actual Power Automate flow. You would put his JSON script into a Compose action and it will render the card he is displaying.
If you wanted to start creating an Adaptive Card, there are some instructions and Tutorials on this page:
-Carol
Contribution Based Membership/Recognition Programs/Giving Circles
Looking for insights into other organizations contribution based memberships/giving circles/recognition programs. Anyone have one that works smoothly that donors are happy with? What contributions are included? Is it an annual or rolling basis? And anything else of note.
Our giving circle right now is…confusing. And especially confusing to communicate. But we're mostly wondering if any orgs are satisfied/happy with these programs? Or if everyone feels the same?
Re: Clarification on Use of Constituency Code vs. Attribute for Board Members in Raiser's Edge
I wanted to leave this alone but I couldn't. Why would you do this? What purpose does that serve? Having duplicated codes seems like a nightmare to maintain and query against. Like I stated before, dates cause some problems but none that can't be resolved with proper query structure (@Carlene Johnson I'm looking at you…)
Re: Gift Dates for NXT Online Donation Forms
@Jennifer Briganti we are waiting for the ability to have NXT forms issue a CRA compliant receipt instantly without waiting for the gifts to be reviewed and approved (just like Online Express has done for many years). In Canada, the details of a gift can be put in an email body if you want, but that isn't an official receipt for income tax purposes. It has to be a pdf doc.
Re: Former Constituent Code still being included in queries
A better solution instead of dealing with dates, is to have a constituent code of FORMER VOLUNTEER, that way, he would not have pulled and you would not have to worry about dates. We do this for Staff and Board Members. Makes like much more easier.
Official Notes Cannot be Sorted
The sorting functionality in the "Manage Official Notes" interface has been updated in the latest release, which went live yesterday, but upon reviewing the interface, it appears that the sorting option is currently unavailable. When clicking on the headers (Grade, Student, Author, etc), the header displays a ^ to indicate the column is sorting, but nothing happens. We need to be able to sort Official Notes by Author (particularly for end-of-year Advisor Comments) in order to review and approve them, but we cannot sort the record and we cannot filter only Author as well.
This is going to be a problem!
Re: Give feedback and a chance to win a $25 gift card!
I did the survey, but I do not know how you can give gift cards when no contact information is asked for.
