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Weekly automatic report

Jolynn Uyehara

Is there a report that I can set up that includes all gifts received from the prior week, that can be automatically sent to our donor relations officers? I set one up in webview but it doesn't give me an option to have it generated and sent to their emails on weekly basis. Thank you!

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Comments

Austen Brown

@Jolynn Uyehara - You can do this through Power Automate, it's a straightforward automation to set-up (there's a template available specifically for this use case). All you need is a premium user license to Power Automate (costs about $4/month per user, and you only need one). The Gift Notification is the recommended place to begin when starting in on your automation journey.

If you aren't interested in building automations yourself, there are Blackbaud Partners that can help like AutomateGenius.

Jolynn Uyehara

@Austen Brown Hi Austen! I actually am in the process of scheduling a meeting with our team and Andrew Menke? I think that is what you are referring to? After I attended the Work Smarter not Harder session at BBCON, I had to get the rest of our team excited. They all watched the webinar and now we want to meet with Andrew to discuss packaging and pricing. Thank you!