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Hide inactive entries from dropdowns in reports
When selecting criteria for reports, the entire list of entries is shown, not just active ones. This means if I want to make a report on packages (allowing the fundraisers to select which package they want to look at), the team have to wade throug...0
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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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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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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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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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Add Consents and Tax Declarations to duplicate merging
When merging constituents in web view Consents and Tax Declarations are not merged. I have to go find the inactivated source record in database view then merge it into the retained record, or the Consents and Tax Declarations are lost. These are r...3
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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
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Be able to download results from NXT Form
When a donation is made - be able to export a list from that NXT form of all orders amde and any additional details that they included in form.0