The most recent content from our members.
Hi all, I'm very new to Power BI and have just setup the connector with Blackbaud. I want to do a basic report including all gifts in the past 3 years. After transforming the data to filter by date + remove unneeded columns, when I try and load this data into Power BI I get an error "Failed to save modifications to the…
I noticed how Blackbaud updated the reporting. Now when you run a report you can only save and generate, export as PDF, export to excel, or export to word. Then when you generate the report, you can't tell if it's generating in the background or not until you receive a notification that it's available to download.…
The giving dynamics report has some good information about donor retention and acquisition but, unfortunately, we're unable to use it to track those figures since it is based on individual giving. I'd like to create an ad hoc query with the revenue combined by household. In order find the and accurate donor retention rate…
Has anyone had success getting your Membership KPI Actual total to match your total in the Total Revenue and Payments report? If so, can you tell me how you did that, please?
Hi everyone! I’m curious how others are measuring and calculating membership renewal and retention rates in Altru. We’ve been working through this and have found that the biggest challenge is identifying the best timeline and action/date fields to use when querying, especially when accounting for renewals that don’t happen…
We rely heavily on List Single API that allows us to send over a list id to then return data from BBEM to populate in our ODS tables: https://developer.sky.blackbaud.com/api#api=school&operation=V1ListsAdvancedByList_idGet Last week, we ran into an issue where a report that hasn't been adjusted stopped working. We rebuilt…
I often get requests for an enrollment verification for multiple reasons. There is no report currently that does this. Today, I need one for an apostille for a student returning to their home country. Ideally, the report should include (not in this order): Student picture Student full name Birth date Gender Ethnicity…
I'm trying to run a report. It should literally take 2 minutes. It's been at least 30 minutes and counting since I "generated" my possibly third version of the report. Why possibly third? Because I have no way to tell if I clicked generate the first two times that were about 10 minutes apart. Since the report should only…
Has anyone been able to create a report that has the following columns (i.e. Account and Project in the same row, and in all rows)? While the budget format allows Account and Project in the same row, it appears the GL report (to run Actuals) always has to group by Account or Project. And running a query for multiple fiscal…
So this upcoming change to the new "Streamlined report generation" has me worried. It seems like another of Blackbaud's "improvements" that just cause more work. It seems that I will no longer be able to edit a report's parameters, generate that report without saving the edits, and export as PDF AND Excel. I will often…
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