Description
Month‑end gift reporting shouldn’t depend on who has the most Excel experience (or who has the most patience). In this session, you’ll see how we use Raiser’s Edge NXT Query, Power Automate, Excel scripts, and Microsoft Teams notifications to generate a clean, formatted, and sorted month‑end gift list for finance and development stakeholders—automatically and consistently.
What used to take 20–30 minutes for an experienced team member (and an hour or more for newer staff) now runs in about five minutes, end‑to‑end. The goal is simple: reduce manual steps, speed up close, and deliver a report your team can trust.
Name
2025 Hackathon Winning project: Automating the Creation of a Formatted End of Month Report
Date & Time
Wednesday, June 3, 2026, 10:00 AM - 10:25 AM
Speakers
Day
June 3
Session Type
Demo
Solution
Raiser’s Edge NXT
Competencies and Skills
Low-code, Automation, Power Platform