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Fundraising permission. Selection for view Insights.
Viewing Insights is automatic. I want to allow view Dashboards, but not Insights. Add a button under Analysis role, Fundraising tasks, view insights and dashboards, view Insights.1 Reviewed: Voting Open
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'Gift Security by Fund' Limit or Include Funds by Query
'Gift Security by Fund' works well but I would like to be able to limit funds by a Query. We add new funds every week and certain groups are not allowed to see any of those funds. I have to manually change multiple security groups every week since...0 Reviewed: Voting Open
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LYBUNT in NXT is not accurate
Originally the description said it is comparing fiscal years, which was not how it was pulling the information. During a chat with support several months ago they told me that was a glitch in the system they would have to fix. Now I see it has bee...0 Reviewed: Voting Open
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Add "campaign description" to analyze - retention and acquisition.
When I select the Retention or Acquisition tabs in Analyze Fundraising it gives me an overview of this fiscal year compared to the last. At the bottom it shows three years. I'm wanting to look at how we retained donors even further back. It would ...0 Reviewed: Voting Open
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Add #solicited field to web view Appeal record
It would be great to see information on the web view appeal record including # of people solicited as well as # of donors1 Reviewed: Voting Open
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Allow user control over how long projected revenue is counted
We count recurring gifts as their five-year value in our "new funds raised" total, as per CASE-Ross reporting rules. Currently the "projected revenue" field in NXT report builder only projects forwards for three years. Giving control to organisati...0 Reviewed: Voting Open
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Expand the columns you can have in an NXT list export.
Like an RE query, you should be able to add almost any data set as a column for an NXT list export. Lists often export cleaner that RE queries so being able to add more columns means we can customize our lists more to suit our data needs.0 Reviewed: Voting Open
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Insight Designer should be a base part of WebView
Insight Designer is a prettier version of the report function in database view. It should be a base part of the subscription with the web view.1 Reviewed: Voting Open
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Add a column to show Total Number of Gifts for gift lists
We often look at the total number of gifts, along with the total amount given for a constituent to determine what type of donor we are dealing with. It would be very helpful to have a column available that shows Total Number of Gifts on the gift l...0 Reviewed: Voting Open
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Analyze reporting should be the exact amount and not rounded up
In RE7 you see the full amount when you run a report. I have to balance to the penny with my finance department. Why can't the amount in the analytical reports in RENXT be the exact amount?4 Reviewed: Voting Open