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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.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...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 ...Reviewed: Voting Open
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Modify permissions on Multiple Queries within RE at the same time
Prior to Query being available in NXT, only a small handful of us worked with queries in database view and it was standard to keep queries open to all to manage and run. We work as a team. When Query was made available in NXT ALL my database users...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...Reviewed: Voting Open
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Easy access to rolling doner data, incl. #doners, rate, revenue, LYBUNT & recapturable.
The data is being pulled for the dashboard, but once the month has passed only one datapoint is available. Easy access to the lists behind the data straight from the dashboard (as per year to date) would be lovely too. Perhaps an option to filter ...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?Reviewed: Voting Open
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In Retention and Acquisition reports I'd like Constituents to be counted in all of their Constituencies
We prepare very detailed retention and acquisition reports at the end of the FY. We're a school and donors often have more than one constituency. I need to have the ability in Retention and Acquisition reports to have donors count in each of their... -
Exports should have a "Favorites" section the same way Query does
It's incredibly frustrating to dig through submenus for commonly used criteria. Query solves this with the "Favorites" function, but that doesn't exist in Exports. I would love to see this functionality added.Reviewed: Voting Open
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Committee Revenue in NXT Analyze should not include Planned Gift Realized Revenue when including Planned Gifts
When using committed revenue to show production for a Fundraising Shop, when you include Planned Gifts the Planned Gift Realized Revenue should be excluded. To include both the Planned Gift and Realized Revenue equates to double counting the reven...Reviewed: Voting Open