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Insight designer/Analyze: add Fund Attribute to the filters. My organization and many other use Fund Attributes to store valuable information about Funds. Can those fields be added for filtering?
No description provided4
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Add another constituent measure for appeals in insight builder
We need another constituent measure besides donor for looking at appeal performance in insight builder. We are trying to look at how many people received an appeal (were solicited) to calculate our response rate.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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Allow users to manually refresh Analyze Reports
The analyze reports are great, but waiting 3/6 hours for a refresh is not good. Many times, we need to include these reports in committee minutes or other communications, and we need more control over the refresh functionality. Any chance we can e...2
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Full incorporation of Fund, Campaign and Appeal attributes into lists and reports
Incorporation of fund, campaign and appeal type & category fields has already been suggested and would be a big help. Please also include attributes as filter options for gift lists and as filter/display options for dashboard insights.0
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FUNDRAISING REPORTING = beautiful reports with BAD DATA
I am struggling with reporting. I have made tons of changes to try to use the RENXT canned reports but they STILL do not properly filter data. ACQUISITION : I went through and made sure that spouse records were ALL soft credited to one another...0
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Configure Committed to allow selection of Pledge balance, instead of Pledge Amount
Thanks for the great work on SKY Reporting! Something to consider: In RE there is a bit more configuration options on summarizing amounts "Committed". We have calculated our totals by adding: all cash gifts and payments pledge BALANCE write-offs ...5
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Counting realized revenue vs unrealized planned gift
Currently you have the option to count planned giving in NXT, the problem is there is no way to decipher between a planned gift that is expected, and a planned gift that has been realized. In the committed section I want to count unrealized planne...1
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"Same period" Comparison Insight
Until very recently, dashboard Insights had the ability to provide a "same period" comparison, in which you could effectively make a current YTD contribution comparison to the same period as the previous year. This was extremely helpful, as it wou...0
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Moves Management
I would like to use Insight for Moves Management to be able to show by gift officer how long a constituent has been in a certain action status. Also, who their constituents are, yes I know that is on their dashboard page, but can it show the class...0