-
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
-
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
-
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
-
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
-
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
-
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
-
Ability to easily report on analytics of specific emails or types of emails to constituents
all users would benefit from this!0
-
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
-
Code tables in Web View
I have been using the Database View since 2007 and am finding cleaning the Code Tables up in Web View very slow at the moment and it is very irritating as it used to be so quick in Database View. Will you be improving this, i hope so!0
-
"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