Charity Automator Data Warehouse: Updates and Available Tables

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.

Data Sources

☐ Salesforce

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

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.

Raiser’s Edge Query API Tables

Latest Query API Updates

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.

Additional Record Identifiers

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.

New Query API Tables

Eight new tables expand the Raiser’s Edge data available for analysis.

Recurring Gift Schedule: Next Transaction Due Date

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.

How to Enable the New Tables

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.

Coming Next

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.

Previously Available Query API Tables

• 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!