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Add a List to a Dashboard in RE NXT
I would love to have a List that can be seen in a Dashboard in RE NXT. If that's not possible, then an easy way to link a List to a Dashboard.3
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using fund attributes in the analyze fundraising section of RE NXT
Our users would like to be able to filter on more fields in Analyze Fundraising section of RE NXT. We have created several fund attributes that would be beneficial in creating new dashboards in the Analyze Fundraising section.3
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Tracking separate goals for Received & Committed revenue on Campaign, Fund, and Appeal records
In the NXT Appeals Dashboard, we are able to view actual gifts by two revenue types (Received or Committed) -- however, since there is only 1 goal field in the Appeals record, only one of these revenue types can be tracked in NXT against the goal....6 Reviewed: Voting Open
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Provide an option to use pledge balance when reporting giving committed or received
In setting up dashboards to show YTD Giving, if I use pledge as a gift type along with pledge payments, I get the pledge amount total not the balance, which inflates the total.2
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Add solicit code to insight and report building
Creating a constituent report of donors, it is imperative to have the solicit code field available as well. Our users that do not not have full access to RE NXT need to know who NOT to send a thank you too. For example --- our dean's need a list o...0
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Add Campaign and Fund filters to Opportunity Reporting
Purpose is a good filter, but Purposes should not duplicate Campaigns and Funds and one of the common reasons to filter the Opps dashboard is by the reason/objective of the opp: the campaign or fund. So we need standard Campaign and Fund filters f...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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Insight Designer templates for CASE survey monitoring and reporting
Establish templates in Insight Designer that provide data for CASE Support of Education and CASE Alumni Engagement Surveys This would facilitate monitoring and reporting0
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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...2
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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