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Add Fund Type to all pre-configured dashboards
Fund Type is available as a filter in the Report Builder and it would be helpful for it to also be available on all the pre-configured dashboards in the Reporting area: Overview, Retention, Recapture, Acquisition, Opportunities, Actions, Campaigns...1
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Correct the double counting of planned gifts and realized revenue for living donors on custom insights
The prebuilt insights properly exclude planned gifts that have realized revenue, so that the revenue is counted and the gifts are double-counted. However, when building custom insights, these amounts are double-counted unless the gift is ALSO mark...0
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Add Fiscal Year to Date Period
I would like to see an option to use fiscal year in the time period or for the specific range to allow me to save the new dashboard using specific dates that we use for our fiscal year. I tried to create a report using the fiscal year and it would...2
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Add Appeal Filter to Opportunities
Our Grants team uses Opportunities HEAVILY - more than anyone else in our department. We do reporting of their work by appeal (Grant YYYY). Because appeal is not a filter option in Analyze: Opportunities we don't have the ability to report on gran...1
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Set Custom Gift Size Ranges in NXT
The gift size donor categories we report on are very different than the ones available in Analyze. Either we should be able to set our own ranges that apply to Analyze (possibly with the ability to choose default, or one of 2 custom ones for each ...0
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Have the option to exclude inactive funds/campaigns from the Analyze Overview filters
This is helpful to hide old campaigns and funds from drop downs making it hard to quickly select funds/campaigns. It is especially beneficial if a database merge has taken place.4
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Improve the refresh rate of data in NXT
In looking at reporting and lists to help our team keep on track with fundraising, I'm noticing that the refresh rates of data are lengthy. For example, I'm looking at an Appeal report that is telling me that the data is only as up to date "As of ...2
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Appeal Date
Add appeal date to reports in NXT so we can show them on dashboards.0
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Custom Refresh rate on Dashboards/Insights
I cannot be the only one who thinks a 2-4 hour window is too large a refresh time for all Dashboards/Insights. My boss's are looking for current numbers and if I enter a gift in Database view or NXT I need it to show up on a Dashboard as close to ...1
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Date adjustment should be available on Retention Dashboard
The Retention and Aquisition Dashboards should both have the ability to be adjusted by date, so users can view stats from previous fiscal years or specific timeframes. This would be extremely helpful information when compiling year-end information.1