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Provide option to include or exclude soft credits in donor retention dashboard
Every organization uses soft credits in a different way. In response to this, RE 7 has allowed full flexibility in all queries, exports and reports for determining when soft credits are included or excluded. We should have this option as well in N...34 Reviewed: Voting Open
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Auto add name variations into alias when merging records.
It would allow us to have less dupes. We would have the different name variations in the record which will allow imports to be cleaner. When merging it would merge the source record name variation into AKA alias type.0
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Allow Reporting on Custom Fields (Attributes) in NXT without needing for Insight Designer
All available fields, including custom fields, should be available in Reporting, without needing an extra, paid, feature. Currently SKY Reporting does not include custom fields.10 Reviewed: Voting Open
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Include Split Amounts in NXT Analyze Gift Lists
In database view, if you run a Gift Detail and Summary report and filter on Campaigns, Appeals, or Funds the Gift Detail and Summary report automatically calculates the correct split amount based on the filters used. In NXT Analyze, if you filter ...31 Reviewed: Voting Open
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Add ability to filter on Fund custom fields on Gift Lists
We have created several fund attributes/custom fields that we need to be able to filter on in NXT. Specifically, our fundraisers and their manager would like to create a list of all gifts to a specific college or department. This would allow them ...7 Reviewed: Voting Open
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Add ability to exclude domains in reporting
Reporting for activity based on domain referrer is including some of our internal domains, including our staging domain and our CMS editor. This is skewing our reporting data and does not reflect an accurate view of engagement on our BB forms. Ple...1
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Abilty to include pre configured insights into a custom dahsboard
On the pre configured dashboard "Campaigns" it has a giving levels report. This report would be very helpful for me to include on a dashboard I created, but to my understanding there isn't a way to incorporate it.0
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Add an option to have custom-made dashboards emailed on a schedule
It'd be really useful if not only premade but also custom-made dashboards could be emailed on a schedule.10
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Add Gift Amount Filter to Dashboard Builder
It would be helpful to add a gift amount filter as an option when building dashboards in Analysis > Report builder. It would be really helpful to be able to exclude gifts over/under a certain threshold.0
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Add ability to filter by Constituent custom fields in Dashboard Builder
In Dashboard builder, we need the ability to filter by Constituent custom fields (Constituent attributes in REDV). Constituent custom fields are use for various types of segmentation (ie. category of engagement) and are key when creating reports.3 Reviewed: Voting Open