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Filter by Fund ID on NXT Analyze tab
Our Fund IDs are specific to use and functional area. For example ES001: "E" represents the College of Education, "S" says it is an endowed scholarship. In Query this allows user to easily focus on specific types of Funds. We often do not refer to...1
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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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Analyse Appeal Tab - Including Package Records
It would be very beneficial to include an option to look at the Package records, specifically in the Appeals tab of the Analyse reporting. We use Appeals to define the years of programme work and the package identifies the specific channels and st...2
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Scheduled Reports
When Reports/Exports move to the NXT view we need the ability to schedule recurring reports to be delivered via email. This kind of Scheduled Items capability is included in other cloud-based applications including eTapestry and should come standa...3 Reviewed: Voting Open
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Add Total Number of Donors to Overview and other dashboards
There's not a single dashboard that tell us how many donors we have. There are a couple of charts on the Overview dashboard that tell us donors by cons code or lifecycle status, but nowhere can we see how many donors we have. Number of donors is m...1
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Please replace "This Year" and "Last Year" with This /Last "Fiscal Year" and "Calendar Year" to NXT Dashboard filter
Please add Fiscal Year and Calendar Year to NXT Report Builder Dashboard. Currently, the only option to be certain the dashboard is filtering on the correct "Year" is to set a specific range but then that does not update year after year. Please ch...3
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Allow custom column headings and column width adjustment in Insights
Insight tables automatically assign column headings which are detailed and long. (e.g. a 2 column that displays a two character state abbreviation has the heading "Constituent state or province" that unnecessarily takes up a lot of real estate in ...1
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NXT Report Builder has no insight that displays a fundraiser's *active* portfolio
Currently there is an insight (called "Fundraiser Prospect and Opportunities) which displays the number of prospects assigned to a fundraiser. This is a great insight but isn't useful in its current form in my opinion. The number of prospects ass...0
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Use gift queries to determine committed and received revenue filters
I really like the ease of being able to switch back and forth between committed and received totals, however, the settings available do not allow our organization to measure committed revenue accurately. We have a specific gift query that we use f...2
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Online Giving Forms Responses need to be able to be exported straight from the module
I've created donation forms to gather information in Online Giving versus NetCommunity because of the functionality of the form. However, I never woud have used Online Giving had I known that the custom online responses would essentially just disa...0