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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
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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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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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Add ability to filter donors insights to create a LYBUNTs or SYBUNTs insight for use in custom dashboards
I've searched, and spoken with support, and there is no prebuilt insight and no way to create a custom insight LYBUNTs or SYBUNTs to use in a custom NXT dashboard. This is a pretty standard fundraising metric and would be very useful to be able to...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
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Add columns in Opportunities NXT report
The Opportunities report (under Opportunity review) is brilliant but it would be great if it would be possible to add columns (in particular Amount asked, Amount funded, Prospect Status) in addition to Expected Amount. It is often more useful to s...1
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Add Filter By List to Insight Designer
I want to be able to create a list of constituents/gifts in NXT, then use that list as a filter option in Insight Designer. That way I can leverage my attributes from database view into a dashboard.1
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Add HEAT mapping Feature to NXT
We love the current mapping feature in NXT, but like to see an option to convert that to a HEAT map to provide a better visual representation based on shading (like a weather map) of where higher/lower concentrations of alumni are versus just pins...0
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Add Solicit Codes as an Attribute in Insight Designer
We filter out alumni in specific measures that are "No Contact" or "No Solicit." We need to be able to do this in Insight Designer.0
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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