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Date Range Fields for Retention, Recapture, Aquisition
Our organization tracks retention, recapture and acquisition rates on a fiscal year basis. Can there be an option to select date ranges so that I can be looking at my total fiscal year retention, recapture and acquisition rates. Also the date rang...1
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The ability to perform calculations in RE:NXT Report Builder
I'm required to report three numbers for programs that we are tracking: the amount received, the amount accrued, and the additional amount expected but not accrued. To get to these in Report Builder, I need to pull the Gift Received Amount, the Gi...0
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Analyze > Overview Gifts section includes pledges that have been written-off
On the Analyze>Overview page, under Gifts , Gift Revenue (when Committed is selected under Revenue Type ) includes pledges that have been written off. This is very misleading. There is no option to exclude write-offs. For our capital campaign w...4 Already exists
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Hide inactive entries from dropdowns in reports
When selecting criteria for reports, the entire list of entries is shown, not just active ones. This means if I want to make a report on packages (allowing the fundraisers to select which package they want to look at), the team have to wade throug...0
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'Year over year donor retention' needs the ability to filter by 'Revenue type'
'Year over year donor retention' only works with 'all gifts', and the filter of 'Revenue type' doesn't do anything to this report. There needs to be a way to exclude certain gift types such as 'pledges', and 'write offs' to show retained donors. B...0
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Report of Cash/Pay Cash & Pledges
Currently under Fundraising > Analyze you can view reports by two revenue types: received and committed. This report can result in skewed data since received includes pay-cash/pledge payments from prior fiscal years in addition to new cash/dona...1 Reviewed: Voting Open
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Major Gift Dashboard in the webview
I would love to be able to create a dashboard in the webview that differentiates between giving levels (Annual Fund, Mid Level, Major, Principle, ect. )1
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The abilitly to filter by Recurring Gift Status in Insights
We have a large number of recurring donors. Trying to report on active recurring donors is not a simple task using insights and dashboards. Being able to create an insight of active donors based on their recurring gift status can simplify the task...2
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Add ability to filter by Gift custom fields in Dashboard Builder
Some reports need be filtered by the gift custom fields, and currently there is no way in report builder to create a report based on gift custom fields.1
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Opportunity Amounts in Insights
It would be helpful to group by and filter by dollar amounts associated with opportunities within insights. A $1,000,000 ask is quite different from a $5,000 ask. Asked amount, expected amount, and funded amounts would all be helpful.0