Charity Automator Data Warehouse 2025 Updates Checklist

A practical checklist for nonprofit data teams to review data sources, prepared tables, and reporting readiness.

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Description

This checklist helps nonprofit data teams review the 2025 updates to the Charity Automator Data Warehouse and confirm they are using all available capabilities. It covers new data sources, pre-modeled reporting tables, and expanded access to Raiser’s Edge NXT data through SKY API–based tables, helping teams ensure consistent, analysis-ready data without manual work.

Questions answered
  • Which new data sources does the Charity Automator Data Warehouse support?
  • What reporting gaps in Raiser’s Edge NXT can be closed using prepared and query-based tables in the Data Warehouse?
  • What steps can we take to ensure our Data Warehouse supports reliable reporting for leadership, fundraising, and finance teams?