Over the past year, Charity Automator has quietly expanded in ways that change how nonprofit data teams work day to day. Some of these updates add entirely new data sources. Others remove long-standing reporting gaps inside Raiser’s Edge NXT.
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We created this checklist to help nonprofit data teams review recent Charity Automator Data Warehouse updates and confirm they are using all available capabilities. It is designed as a quick reference so teams can validate coverage across data sources, governance, and prepared reporting tables without digging through individual release notes.
If your organization uses the Charity Automator and would like to enable any of these updates or Data Sources, contact [email protected].
Salesforce data syncs directly into the Charity Automator Data Warehouse for unified reporting.
One more data source in 2025. Online donations are added directly to the Charity Automator Data Warehouse.
Pre-modelled data designed for immediate reporting and analysis.
☐ Pledge Balance
Provides calculated pledge balances, overdue amounts, and payment status for forecasting and major gift oversight.
☐ Pledge Installment Schedule
Exposes installment-level pledge timing and balances in BI tools without CRM exports.
☐ Prospect Status History
Records how long prospects remain in each stage to analyze moves-management timelines and delays.
☐ Opportunity Status History
Tracks historical changes in opportunity status to evaluate pipeline progression and solicitation timing.
☐ Lifetime Giving Summary
Delivers pre-calculated first, last, largest, lifetime, and year-to-date giving metrics at the constituent level.
Together, these updates strengthen the Charity Automator as a reliable foundation for reporting, compliance, and cross-system visibility. By standardizing how data is ingested, governed, and prepared, teams can spend less time managing exceptions and more time trusting their numbers.
If your organization is not yet using Charity Automator, book a call with our team to explore what’s possible!
