Ensuring Full Use of Charity Automator Data Warehouse: 2025 Updates

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 support@simpliphi.io.

Data Sources

☐ Salesforce

Salesforce data syncs directly into the Charity Automator Data Warehouse for unified reporting.

☐ Fundraise Up

One more data source in 2025. Online donations are added directly to the Charity Automator Data Warehouse.

Prepared Tables

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.

SKY API Query-Based Tables on your Data Warehouse

• RE_ConstituentAddSal
• RE_ConstituentConsent
• RE_ConstituentDetail
• RE_ConstituentImportID
• RE_ConstituentSolicitCode
• RE_EventDetail
• RE_GiftDetail
• RE_ProspectOtherGifts
• RE_ProspectWillNotGiveTo
• RE_RecurringGiftSchedule

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!

Also Read:

• This checklist will help you assess, in three simple steps, whether your organization is ready to centralize its data and transition from manual reporting to structured, scalable analytics.

• How to Delete Duplicate Constituent Codes in Raiser’s Edge NXT with Charity Automator.