Annual_Lifecycle_and_GivingLevel_CalculatedTable.zip Description: This sample workbook includes a DAX pattern for a calculated table called Donor Summary, which summarizes constituent behavior by fiscal year for the purpose of lifecycle and giving level analysis, including upgrade/downgrade and churn. Learn how to use…
Hello Does anyone use sharepoint with RE NXT, have you found a way to export data straight to sharepoint rather than it going to the user's download folder? I thought we'd found an automation to do it but that would only work with scheduled queries, not ones that are being run adhoc. Thanks
I'm very new to this, so the answer might be obvious! I'm trying to get a simple table emailed to me of all board members, their emails. and the dates their primary email and phone were last modified. It's working great except the dates are not populating in the table. I'm getting name, email, and blanks. Why are these…
I am trying to add an add-in to a form that can see the gift-type-change, and I get this error on the console. Refused to frame 'https://d1o1p.cloudfront.net/' because it violates the following Content Security Policy directive: "frame-src *.blackbaud.com api-pte-bsp.sharedservices-dev.com dntcl.qualaroo.com…
I initially posted the below to the APIs category, but wondering if this is a better place for this post. I've reached out to both Microsoft support and Blackbaud support on this, but have not been able to get this working. Any assistance would be greatly appreciated! Power BI connector for Raiser's Edge - authentication…
Hi, we have an adaptive card as an add-in button on the Constituent Page for non-privileged users to submit update to the Prospect module. The add-in was working great; until I was testing something and decided to create a duplicate add-in (not 100% sure if this caused the issue). Anyways, the Power Automate flow step to…
NOTE A BREAKING CHANGE: Due to a Breaking Change from Blackbaud, the Power Automate flow will have error on the last step to provide data to Power BI. I will likely update the template in the future, but for now, you can delete the content in the Body field of Response JSON Data action and replace it with the Body dynamic…
I am very new to this space, but find myself here because our organization is looking for tools that will revamp how we utilize our data to support fundraising strategies. For example, we feel very limited by Blackbaud's Dashboard offerings. If we are looking to create custom dashboards, is Power Platform right for us? I…
I've been trying to record a Pledge gift using https://api.sky.blackbaud.com/gft-gifts/v2/batchgifts/{batchId} endpoint. I have recorded the pledge gift and i can verify the Raiser's Edge NXT View. However, the installments and payment method are not recorded. Also, it seems that the ReceiptStatus property is wrong, i get…
Has anyone used Power Automate to make something like a giving statement? I can't quite wrap my head around how to structure the framework of the flow, since there will be an array of constituents, and each will have both an array of gifts, and an array of solicitor/fundraiser credited gifts. I've written the results of…
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