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Donor Acquisition and Retention Analysis for Appeals
It would be useful to be able to understand donor acquisition and retention for different appeals.0
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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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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 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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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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Include a unique identifier on BBMS disbursement reports and link to gifts in RE
There is a NXT Gift transaction ID available in web view and also in the transaction reports in BBMS. Please include this or another unique identifier in the BBMS disbursement reports, and allow it to be included in a gift export from RE (database...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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Report writer
We have been paying for RE NXT for nearly 13 years and you STILL don't have even a basic report writer! Your twin sister (FE NXT) not only has the database reports available but I can create new reports in NXT. Why is RE so pathetically far behind...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...2
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Sorting functionality in Insight Designer
We would like to have the ability to sort the constituent report in Insight Designer by Last Name.0