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Filter by Gift Amt in Insight Designer
I would like to create an insight showing how many gifts we receive in a certain time period based on giving amts (such as how many gifts under $1,000 did we get last month) but cannot use Gift Amt as a filter.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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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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Run report of constituents who donated through a RE NXT online donation form.
We wrapped up giving Tuesday with a great turnout, and would love to generate a report of all donations that came in through our Giving Tuesday donation form. There doesn't seem to be a way to run this report without having someone from Blackbaud ...3
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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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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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'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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Provide a Week-Day Option for Scheduling Dashboard Reports
Dashboard reports in Webview currently are limited to daily, weekly, monthly, but not week-days only. It'd be great to have that option available so we don't get extra emails to delete since nobody is entering money on saturday or sunday.0
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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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NXT Insights - to be able to look at gifts by Constituency Code from Constituent including Soft Credit.
i.e. report of all gifts Soft or Hard Credit by Trustees for a dashboard.1