Power BI Reporting for Microsoft Cloud for Nonprofit

For fundraising and marketing teams within charitable organisations, understanding the performance of your campaigns is essential for you to be able to measure what’s been a success and what has been less so.

Inbuilt reporting within Microsoft Cloud for Nonprofit (built on Dynamics 365 Sales and Service), although serving a purpose, does have some limitations with the volume of content/records, but also with the way it can be shared within organisations.

This is why we created our Power BI reporting module for Microsoft Cloud for Nonprofit; taking the existing reporting capabilities within Dynamics to another level.

What's included?

Our Power BI reporting pack for Microsoft Cloud for Nonprofit comes with a pre-defined set of reports covering the following areas:

Contacts
Accounts
Income (Overview, Analysis and Current Year vs Prior Year Analysis
Opportunities
Volunteering
Awards/Grants
Events
Donor Attrition
Engagement
Case Management

Your organisation can view quick, visual and interactive reports of core areas of your Microsoft Cloud for Nonprofit solution. Not only that but the reports can easily be shared with your colleagues via Power BI online with automated data refreshes.

Key features and benefits

Data driven and visual reporting, providing drill-down levels for summarised and detailed reporting as required
Desktop and Cloud allows users to create reports within a desktop environment and publish to the Cloud for a wider audience to access
Report viewers will not need Dynamics 365 access or licenses as reports are viewed directly through Power BI via a Power BI Pro License
Reports are viewed directly through Power BI so viewers will not require access to Dynamics 365
Within the Cloud, reports can be scheduled to automatically update hourly, daily or weekly
Seamless integration with PowerPoint means that reports can be converted into reporting/board packs at the click of a button
If the data is held within Microsoft Cloud for Nonprofit then our Power BI reporting pack can report on it