Report or Query on Status History

Aimee Holland · April 9

In RE NXT (or RE 7), I'd like to build a query or report based on Opportunity Status History (Proposal Status History) to see how opportunities are changing over time, but I don't see a way to get there.

Is anyone else doing this successfully and how are you building this type of report or query?

Joe Moretti · April 9

Actually there is no way to do this. Blackbaud has giving us the Opportunity Status History, but absolutely no way to report on this. And the history was never available in Database View. So until Blackbaud figures this out, there is not way to report on this.

Data Intelligence Consultant · April 9

Amy, I actually do this via the skyapi feeding into a DW with a simple process that keeps the history of proposal status.

Julie Michaelson · April 10

do you have instruction for this?

Alex Wong · April 12

While the "data" of opportunity status history is available via SKY API, which in turns "allows" for reporting, it is somewhat of a "heavier" lift than usual. Unlike other SKY API where you get a list of all the data you need (i.e. gift list, constituent list, opportunity list, etc), the opportunity status history can only be retrieved ONE opportunity at a time. So the basic instruction would look something like:

Obtain list of opportunity via Opportunity List API
For each opportunity
1. get the opportunity status history
store all the data (opportunity and its status history) somewhere retrievable (i.e. SharePoint, Azure SQL data warehouse, etc)
Create report via Power BI (or other visualization tool) using the data retrieved

If you have some experience with SKY API and MS Power platform already, this wouldn't be too difficult of a learning curve, however, if you never done SKY API and MS Power platform before, it is going to be harder.

Report or Query on Status History

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