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Option to generate a donor profile?

Julie Simms

Hello, does anyone know if there is a way to pull out certain key constituent info from RE to automatically generate a donor profile/bio - including things like biographical data, company, estimated gift capacity, philanthropic interests etc? Currently we create PDF profiles and upload them to RE but it would be great if this could be pulled automatically.

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Comments

Heather MacKenzie

@Julie Simms There's a canned report in database view called Donor Profile under the Profiles, Lists and Directories section. See if that is useful. If not everything is included that you need, look to Export and then merging into a Word doc outside of RE. Which would still saving as PDF and bringing back in if RE is where you want to store them, but… I don't know of anything that would be automatic as RE stands right now. Perhaps something like Power Automate could help though?

Julie Simms

@Heather MacKenzie
Thank you, that's really helpful!