Help Request: Daily Raiser's Edge Export for Power BI

Sa'id Kolapo

Hi All,

I'm looking for assistance with a data workflow setup. My goal is to get a specific report from Raiser's Edge exported automatically on a daily basis to a SharePoint folder.

I've successfully set up the downstream components: I'm using the Blackbaud Community Power BI template and have configured Power BI to pull and refresh data from the intended SharePoint destination.

My current hurdle is setting up the export process within Raiser's Edge itself to generate that daily file and place it on SharePoint. Does anyone know where I can find documentation or resources on how to configure this? Any help or pointers would be greatly appreciated.

Tami Goertzen

@Said Kolapo This was posted in the Blackbaud Altru forum. If you post in the Raiser's Edge forum, you may get a response.

Crystal Bruce

@Said Kolapo discussion moved to Raiser's Edge NXT forums. Thanks!