Official Partner
We believe powerful tools shouldn't be complicated. SimpliPhi helps organizations work smarter, move faster, and drive real impact—simplifying the hard stuff so you can focus on what you do best.
Charity Automator Data Warehouse continues to expand the fundraising data available for reporting and analysis. Use this page to review supported data sources, prepared reporting tables, and the latest additions available through the Raiser’s Edge Query API.
Recent updates include additional record identifiers, eight new Query API tables, and the next transaction due date for recurring gifts.
If it’s time for your organization’s annual security review, visit our Charity Automator Data Security and Retention page to support your audit.
If your organization uses the Charity Automator and would like to enable any of these updates or Data Sources, contact support@simpliphi.io.
☐ Salesforce
Salesforce data syncs directly into the Charity Automator Data Warehouse for unified reporting.
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.
These updates make additional Raiser’s Edge data available in Charity Automator Data Warehouse. They expand access to record identifiers, opportunity and action details, event pricing, and appeal relationships for reporting and analysis.
Several existing tables now include additional system record IDs and import IDs. These identifiers can help data teams match warehouse records to their source records and investigate reporting discrepancies.
| Existing table | Newly available fields |
|---|---|
| RE_ConstituentAlias | Alias System Record ID |
| RE_ConstituentAssignedAppeals | Appeal System Record ID; Appeal Import ID |
| RE_ConstituentSolicitCode | Solicit Code System Record ID |
| RE_EventParticipant | Participant Properties Import ID |
| RE_GiftPledgeInstallments | Installment System Record ID |
| RE_Prospect | Prospect System Record ID |
| RE_ProspectRating | Rating System Record ID; Rating Import ID |
| RE_ConstituentAssignedFundraiser | Assignment-level System Record ID |
Eight new tables expand the Raiser’s Edge data available for analysis.
| New table | Data available |
|---|---|
| RE_ConstituentAddresseeSalutationOther | Additional available addressee and salutation fields. |
| RE_OpportunityNote | Opportunity notes. |
| RE_OpportunityDetail | Available Prospect Opportunity fields for records where import_id is populated. |
| RE_EventPrices | Event pricing data. |
| RE_ConstituentActionNote | Constituent action notes. |
| RE_ConstituentActionDetail | Available Action fields not imported through RE_ConstituentAction. |
| RE_FundraisingAppealCampaign | Fundraising appeal campaign data. |
| RE_FundraisingAppealFund | Fundraising appeal fund data. |
The next_transaction_due_date field is now available in RE_RecurringGiftSchedule within Data Warehouse outputs. Teams can use it to report on upcoming recurring gift transactions, improve scheduling visibility, and inform follow-up workflows.
In Charity Automator, go to Configuration > Data Sources > Raiser’s Edge to activate the new tables.
If you need help enabling them or reviewing your current configuration, contact support@simpliphi.io.
Planned additions include RE_GiftNote and specific custom fields for entities such as Opportunity and Action.
Need additional data for your reporting? Contact support@simpliphi.io to share your requirements.
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!
1 min read
SimpliPhi : Jul 2, 2026, 2:53:17 PM
We created this checklist to help nonprofit data teams review recent Charity Automator Data Flow updates and confirm they are using all available...
%20(20)-1.png)
6 min read
SimpliPhi : Jul 2, 2026, 2:54:12 PM
The Automation Gap in Nonprofits Every day, hospital foundation teams balance urgent donor requests, campaign deadlines, and compliance requirements...
4 min read
SimpliPhi : Sep 3, 2026, 3:14:21 PM
Blackbaud has announced that support for Raiser’s Edge NXT Database View and Database View-dependent functionality will end on September 15, 2027....
1 min read
SimpliPhi : Jul 2, 2026, 2:53:19 PM
3 min read
Tim Roy : Jul 2, 2026, 2:52:56 PM
Nonprofit organizations across the USA and Canada have long faced challenges in summarizing large volumes of donation data efficiently. Analysts...
8 min read
SimpliPhi : Aug 28, 2026, 3:39:25 PM
Connecting a fundraising platform to Raiser’s Edge NXT does not necessarily eliminate the work behind the integration. After go-live, your team may...
2 min read
SimpliPhi : Jul 2, 2026, 2:53:52 PM
Charity Automator now supports Salesforce as a Data Source, making it easier for nonprofit organizations to access and use the data. Nonprofit...
.png)
2 min read
SimpliPhi : Jul 2, 2026, 2:53:58 PM