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Create a Monthly Donors insight or a Recurring Gift insight on NXT
Currently, there is no insight created to see monthly donors or recurring gifts. Monthly donors are the bread and butter of non-profits. We have a plan dedicated to growing this essential group and I can't filter them with NXT. Please create an in...2
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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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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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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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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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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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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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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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Add a pipeline tab to the Analyze page
In order to more effectively manage our donor pipeline and our major gift officers, it would be tremendously helpful to have Pipeline tab on the Analyze pages that gives Development Directors and other executives a snapshot view of the number of d...1
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Create and track goals related to Actions and Opportunities in web view
The Analyze fundraising action and proposals are great, they would be greater if we could apply goals to them so the analyze is comparing to a goal for metrics.1