--- title: "Power BI Reports" slug: "powerbi-reports" updated: 2026-10-26T14:38:01Z published: 2026-10-26T14:38:01Z canonical: "docs.powerworker.com/powerbi-reports" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.powerworker.com/llms.txt > Use this file to discover all available pages before exploring further. # Power BI Reports PowerWorker Engage enables users to embed Power BI reports into their workspace. Power BI can be used to create interactive reports that analyse organisational data stored in Dataverse. These reports enable nonprofit organisations to visualise trends, monitor performance, and support data-driven decision-making. ### Configure your own Power BI reports To create a Power BI report for your data: 1. Install Power BI Desktop and sign in using your organisational account. 2. In Power BI Desktop, select Get Data and connect to the Dataverse or Dynamics 365 data source. 3. Select the required entities (such as, contacts, accounts, campaigns, or transactions). 4. Build the report by dragging fields onto the canvas and creating visualisations such as charts, tables, and KPIs. 5. Create calculated measures or filters if required to analyse trends and performance. 6. Publish the report to the Power BI Service, where it can be shared with other users and embedded within PwE. Once published, the report can be displayed within PowerWorker Engage dashboards or workspaces, allowing users to explore organisational data without leaving the application. For more details, see [Configuring PowerBI Reports](/v1/docs/configuring-powerbi-report-1). ### Power BI reports in PwE Power BI reports can provide valuable insight into fundraising and operational performance, including: - **Planned Gift Dashboard:** Provides an overview of Planned Gift and Bequest fundraising performance, including pipeline value, new pledge growth and realised income. - **Gifts Performance Report:** Visualises donation trends, total gift value and donor activity over time to help organisations understand fundraising performance. - **Goals Report:** Tracks fundraising targets against actual donations, allowing teams to monitor progress and identify areas requiring attention. - **Pipeline Report:** Provides visibility into upcoming fundraising opportunities and pledged donations, helping organisations forecast revenue and prioritise engagement efforts. - **Recurring Transaction Report:** Displays recurring donations and payment schedules, helping organisations monitor retention, predict ongoing revenue and identify changes in donor behaviour. To view these reports in PowerWorker Engage: 1. - Navigate to the Reports area. - Under BI Reports, select the required report. 2. ![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(847).png) ### Planned Gift Dashboard The Planned Gift Dashboard provides a consolidated view of Planned Gift and Bequest fundraising performance. It brings together expected future pipeline value, new pledge trends and realised income to help users monitor the value and performance of the planned giving programme. The dashboard includes: - Pipeline Value: Shows the expected future value of Bequests that are still in the fundraising or estate lifecycle. - New Pledges YoY: Shows the growth in newly confirmed Bequests compared with the previous year. - Realised YTD: Shows realised Bequest income for the current year. - Pipeline: Provides visibility of Bequest Opportunities progressing through the pipeline. - Pledges: Shows the trend in confirmed Bequests over time. - Realised Income: Shows realised Planned Gift income over time. ![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(848).png) ### Pipeline Value The Pipeline Value represents the expected future value of Bequests that are still in the pipeline, including relevant Bequest Opportunities and Planned Gifts. For Planned Gifts, the Current / Remainder Value is used where available. If no Current / Remainder Value is available, the Estimated (Pledged) Value is used instead. To view more detail: 1. Select the Pipeline Value card on the Planned Gift Dashboard. 2. The Pipeline Value tab opens and provides a breakdown of the values contributing to the overall pipeline value. 3. Review the supporting tables to see the Dataverse records contributing to the values shown in the cards. 4. Select the Topic hyperlink to open the corresponding record in Dataverse. 5. Select Back to return to the Planned Gift Dashboard Overview. ![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(849).png) ### New Pledges / Confirmations The New Pledges / Confirmations report provides visibility of newly confirmed Bequests and helps users monitor the growth of the planned giving programme over time. A new confirmation represents a Bequest Opportunity that has been confirmed and resulted in a Planned Gift. The report provides: - New confirmation trends over time. - A breakdown of confirmations by Bequest Type. - Supporting Bequest records used to calculate the reported results. Open and lost Bequest Opportunities are not counted as confirmed pledges. To view more detail: 1. Select the New Pledges YoY card on the Planned Gift Dashboard. 2. The New Pledges / Confirmations report opens. 3. Review the charts showing confirmation trends and Bequest Type information. 4. Review the supporting table to see the records contributing to the report. 5. Select the Topic hyperlink to open the corresponding record in Dataverse. 6. Select Back to return to the Planned Gift Dashboard Overview. ![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(850).png) ### Gift Performance Report The Gift Performance report shows how much revenue you’ve collected so far, how much has been pledged, and how much is still outstanding. It also breaks that revenue down by business unit, designation, and campaign so you can see which areas are driving the most fundraising activity. ![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(608).png) ### Goals Report The Goals Report shows how your fundraising efforts are tracking against a specific revenue goal, highlighting how much has been collected, pledged, and how close you are to meeting the target. It breaks progress down by fiscal period and business unit so you can see where contributions are coming from and how each area is performing toward the goal. ![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(609).png) ### Pipeline Report The Pipeline Report shows the overall health and value of your fundraising pipeline — how much potential revenue is in play, how many opportunities are open, won, or lost, and which stages those opportunities sit in. It also breaks activity down by manager, month, and business unit so you can see who is driving the pipeline and where future revenue is most likely to come from. ![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(610).png) ### Recurring Transactions The Recurring Transactions Report provides an overview of your organisation’s **recurring gift performance**, showing both the *expected* recurring revenue (what donors are scheduled to give) and the *actual* recurring revenue that has been successfully processed. It helps you monitor the health of your recurring donor program by showing dates, donor counts, payment types, processor performance, and whether payments were successful or failed. ![](https://cdn.document360.io/7abff6c0-4eeb-4bb0-a6a4-8718bf640435/Images/Documentation/image(611).png)