Sharing my Power Automate template: Query Rolling Filter Dates

Glen Hutson Blackbaud Employee

November 24 edited November 24 in Blackbaud Raiser's Edge NXT® APIs

• Description: This shows an example of how you can use Power Automate to periodically leverage the Query API to update Query Date Filters to enable a "rolling" time period such as "last 30 days", etc. This uses the Edit / PATCH Query endpoint to update the starting date on a regular basis (such as nightly at 12:01 am). This means you won't have to manually update any dates or rely on Ask in the Query. Useful if your donor / membership / etc segmentation and/or related reports are based on the last X days.
• Required connections: Blackbaud SKY Add-ins
• Suggested skill level required to use this template: Beginner
• Configuration details & Instructions: https://github.com/glenhutson/BlackbaudCustomizations/tree/main/Raiser's-Edge-NXT/Query%20-%20Rolling%20Filter%20Dates
• Category: Automation

Tagged:

• Query
• Queries_Reports
• Microsoft_Power_Platform

3

Answers

• 

  Alex Wong Community All-Star

  

  December 3

  that's a nice use-case for edit/patch of a query. Since relative date options are very limited.

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