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Remove Deleted Campaigns/Funds/Appeals from web view filters
No one's database is perfect, and bad data gets in. When you are able to clean up and delete items, they should be deleted universally from RE, not just from database view. We have been working on cleaning and standardizing our appeals, including ...7 Already exists
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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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Need the ability to total on Split Amounts in RE NXT Report Builder
Splitting gifts is an option in RE, but one would have to remember to not use Gift Amount to calculate aggregate totals because it will double count the split gift. So if you use split gifts you have to use Split Gift Amount to get accurate aggreg...0
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RENXT Webview -Transaction list
It would be very helpful if the transaction list under merchant services can include a column "gift type" to identify if it is a one-time or recurring gift.0
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Ability to add lists to custom dashboards
We send out a weekly gift report, which includes the top gifts received the previous week, and the top gifts received FYTD. The ability to incorporate lists in to custom dashboards would be very useful in helping us transition from Crystal Reports...0
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RE Database custom ratings query option to display only most recent
When creating a query to look at a particular custom rating category, the only current option is an individual output row for every single value ever input for each constituent. If I have 10 constituents that have a new value every May for the las...0
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Report Builder - Total Years Giving
We are embarking on our Centennial and we wanted to pull a report that listed how many years in total donors have been giving, but unfortunately this can not be done. Even though in RE NXT you can see this displayed in a donors profile, you are un...0
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Allow the use of receipt amount (instead of gift amount) for giving totals
It would be very useful to be able to configure things like the giving tile on the constituent's record to use receipt amount when showing the lifetime giving figures instead of gift amount. It would also be very helpful if we could configure this...3
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Link to Benchmarking Dashboard
This seems really straightforward, but there's no way to send/create a direct link to the Benchmarking Dashboard (and other preconfigured dashboards). I would like to be able to send a link.0
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The "Gift Projected Amount" Attribute should be able to show the projected total for the current year for recurring gifts with no end date.
Currently there is no way through insights to see our projected gift amount if we have recurring gifts without end dates as they show the total amount expected for the next 38 months rather than what is expected for this year.0