Scheduled Lists to be emailed

Carrie Clark
Carrie Clark
Fourth Anniversary Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

Quick question:

We use a variety of dashboard, and send those out regularly - but sometimes it's nice to have an actual list rather than the graphics.

Actions, for example. It would be great if we could get a list of actions completed for the week/month prior on a schedule. Or a list of gifts etc.

Does anyone know how to make this happen?

Comments

  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    Hi Carrie - You can send out an action digest through a Power Automate flow, to occur on a schedule automatically. Follow the link below to learn more about this platform and what you can do with it. There is a gift digest flow in the Template Showcase (where users have shared their Power Automate flows) that you can repurpose for this.

  • Carrie Clark
    Carrie Clark
    Fourth Anniversary Facilitator 1

    Thank you! I'll look into the Power Automate feature.

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