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Add Gift Type to Standardized NXT Dashboards
By adding gift type to all the Dashboards, we would be able to see more than just committed/received.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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Allow lists to be created in web view by searching for constituents and adding them, rather than starting with a query
This would be really helpful for bespoke lists. Currently the process is very time-consuming: you have to look up the constituents, record their IDs, enter a query for the specified IDs, then convert the query to a list. A simple 'add to list' but...Reviewed: Voting Open
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Report Showing Scheduled Reports out of NXT
i.e. Appeal Dashboard reports... to be able to edit reports and stop distribution. Also, it is good to be able to see what reports are scheduled or previous reports no longer issuingReviewed: Voting Open
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Donor Filter for Gift Lists
Specify donor(s) in a Gift List. I'm currently working on a report that is similar to the Constituent Giving History Report from the database view and would like to use some of the NXT List options to identify soft credit/original donor informatio...Reviewed: Voting Open
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Add Primary Constituent Code as a drop down option in Fundraising/Analyze/Overview
those who use Cons Codes as a primary query toolReviewed: Voting Open
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Add ability to go back further than 2 FY in Reporting
I would like to compare more years in Reporting. And when the calendar changes to July 1, if I need to pull another report I can't go back!Reviewed: Voting Open
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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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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...Reviewed: Voting Open