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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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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
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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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Report Builder - Text Box Optimization (fonts, spacing, borders, etc.)
I have seen other posts about adjusting text box size so that it does not leave an incredibly noticeable blank space underneath, but the text box just has very little versatility in it's current state outside of a large font heading. Some key comp...1
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Ability to print custom dashboards
We don`t have an option to print or pdf custom dashboards.0
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NXT Reports for Donor Retention, Acquisition and Recapture should be customizable by date
Within the reporting section under fundraising in NXT, there are Retention, Acquisition and Recapture reports that only show YTD as of the day you are pulling the report. This would enable better comparison for different points in the year and giv...1
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Filter on Education Campus on Lists in RE NXT
It would be very helpful to be able to access the Education Campus field when creating lists. We use the Campus field to find alumni who attended the College of Law vs the College of Business, for example.2
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Insights - ability to filter out realized gifts
I've been trying to create an insight that essentially follows CASE counting standards. We are able to include Planned Gifts, but I cannot find a way to exclude any gifts realized against those planned gifts, essentially double counting the realiz...0
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Adding the "use pledge balance instead of pledge amount" capability when configuring received funds
When creating reports in Database View, you have the option of showing either pledge amount or pledge balance. In NXT View, this is not an option, so you currently cannot produce the same reporting results in both views.2
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Add "Gift Code" as a filter on NXT Report builder
We use "gift code" to identify if a gift is a result of membership or an event. If we can use this field as a filter on our dashboard, we could, as an example, see all the income generated from our annual auction.2