Auto Generating Query to send as email for weekly reporting?

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Wayne Stiles
Wayne Stiles ✭
Fifth Anniversary Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion

Hello,

I'm hoping to set up an auto-generated report via email once a week (based on a query) of donors who given for that week. Likely will set up one for each month if such a process exists. I've search and have not found any definitive step by step to do this.

thanks,
Wayne

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  • Mark Guncheon 2
    Mark Guncheon 2 ✭
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic

    In Reporting in NXT, you can set up a “Giving” report/dashboard for gifts that can be scheduled to be emailed to added email addresses. But the gift date choice would have to be manually changed each week since it does not allow for gift date “this week.” Plus, it does not allow for the dashboard to be based on your query. That's as close as you can get as far as I know. We previously used a dashboard in the dataview for a daily look at gifts that had been entered but that had to be manually sent out.

  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    From the db side using queue, we have a weekly report for development staff of gifts from donors in their portfolios and one for unassigned records.

    I created a query to capture their gifts for this week and corresponding export with the contact and gift data. Queue is set to run Friday/Saturday. It lands in the hosted file folder for them to pull Monday a.m. if they wish. Can explain in more detail our process if needed.

    Most are using data from NXT but was asked to create this by former stewardship director looking at automating some of the acknowledgement process for the development staff.

  • Wayne Stiles
    Wayne Stiles ✭
    Fifth Anniversary Photogenic First Reply
    Thanks Mark and Joann, this very helpful. Much appreciated.

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