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Allow greater functionality to Insight Designer to allow "Same Period Previous Year" to actually be same period previous year.
As of right now, when "same period previous" year is selected on Total gift received insight, the previous year period actually shows the entire previous year fundraising not a specific date range.0
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Track Changes Please: We need the ability to audit changes to records.
When I'm asked who, why, how and when a record was changed, I have a limited way of knowing this. It is incredibly helpful to manage data comprehensively when you can see who updated records and how. I used to have an auditing tool which showed ch...3
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Adding Constituent ID's to LYBUNT/SYBUNT report
I think we should be able to add Constituent ID's to LYBUNT reports. It is already a PAIN to do the report, and constituent ID's are extremelly helpful and needed for reporting. Please make this change. Thank you!0
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Appeals dashboard needs Summary values on it, such as Total $ and Number of Donors & Gifts
It's great to see the appeals broken out, what's there is good, but totals are needed, summary information is needed. If I filter by Appeal Category, for example -- direct mail, email, telemarketing, etc. -- I should be able to see how that catego...1
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Add Opportunity Deadline Field to Insight Designer
We would like to filter our custom Opportunity Dashboard based on the deadline field.0
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Filter Opportunities by Campaign in Analyze and Lists
We manage our opportunities (for grants) primarily through campaigns, so we know which are part of each fiscal year. Without the ability to sort by campaign, analyze and lists are much less useful. We need to be able to analyze all of the opportun...1 Reviewed: Voting Open
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Allow building of Insights based on static queries
As with Action lists, the lack of custom field filters make Insight Designer of limited use to us. Many of our important metrics are based on on custom field values. Our work around the lack of custom field filters in Action Lists is to create sta...2
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Entity Relationship Diagram (ERD) for database management, providing visual representations that aid in understanding, and communicating database structures.
Entity Relationship Diagram (ERD) is useful for database administrators, and stakeholders as they provide a clear visual representation of the database structure, aiding in understanding, and communicating complex relationships between entities, a...0
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Make Ratings available in Insight Designer
We use ratings for a number of things - capacity score, propensity score, engagement score, RFM. I would like to use the scatter plot to plot capacity against propensity, to show the distribution for a given fundraiser's portfolio. I would lik...0
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Show anonymous pledges/donors as "Anonymous" in Dashboard Insights
I am building a dashboard report for a capital campaign that I would like to share with the Campaign Committee. We have a large pledge that will remain anonymous, even to committee members. I have included the Pledges by Constituent insight in the...1