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NXT reporting overview should have the filter option of including or excluding anonymous gifts
NXT reporting overview should have the filter option of including or excluding anonymous gifts0
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Filter for inactive funds, campaigns, appeals under Analyze
If funds, campaigns and appeals are inactive, usually, we do not want to see them in reports/dashboards. Would it be possible to add an option to exclude them (like we do in database view).3
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Filter by Solicitor in Analyze (NPI)
Add the ability to analyze in the NPI by filtering on Solicitor Name and/or Type. This would allow fundraisers to see their own performance and managers to keep a track of the performance of their fundraisers.1
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Add Filter for Gift Type in reports - specifically Retention
Sometimes you want to analyze your reports by gift type because your coding doesn't isolate just recurring gift donors.0
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Include additional ratings in Dashboards
We utilize custom ratings, in addition to the ratings provided from Research Point. The only rating currently allowed in Dashboards is a star ratings, which we do not utilize. The viewable information in NXT should be available to us to analyze in...0
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RENXT Insights - Need to group them into Folders
Having a huge list of insights sorted by creation date is not feasible. This needs a grouping or folder function to categorize insights in order for the insight function to be useful0
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Pledge Installment Projection Report as of a specific date
This is available in altru and not RE. Your clients need this so we do not have to manually recreate something that should be available as a canned report. The cash flow report in the database version includes gifts after a certain date not pledge...0
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The 'time in status' field in the prospect management tile displays an orange triangle once the status is overdue. Wouldn't it be great if this represented the actual overdue days (rather than the total days in the status)?
Prospect research officers, major gift officers, philanthropy managers0
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Add date filter to Retention/Acquisition Analyze Categories
In the Analyze section - in Overview you can change the time-frame, but in Retention and Acquisition you can't change the time frame. Example - I'd like to be able to look at retention rates for FY17 (which for my org is July '16 - June '17).4
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Be able to force an update between Database View and Web View.
When I enter a donation in database view or receive a gift online, if I need to provide a status update on our campaign progress, I don't want to wait 2-3 hours until the update between database view and web view has occurred. I also do not know i...0