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Dashboard Builder Values
Insight filter values should be selecting or clearing all values at one time instead of page by page. When only selecting 20 values out of hundreds, it is very frustrating to go page by page and a time consuming process.1
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Need to be able to print pdf reports that retain design elements - Dashboard/Fundraising Reports
In database view, we can design report templates to use the raw data compliled by quieries. There is no such feature in webview.0
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Add "use pledge balance instead of pledge amount to NXT reports".
It's hard to create a report that matches the Gift Detail & Summary Report in NXT when doing reporting if you would like to include pledge balances in your total. If you add pledges to your gifts being counted in NXT if then double counts the ...3
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Filter and display constituent education data in web view analysis (report/insights)
Please add Education fields for reporting in web view report builder/insights.0
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Add "Gift is Tribute" to Insight Designer
Not all of our Tribute gifts are coded with the Appeal "In Memory" or "In Honour". Sometimes we get tributes through Direct Mail and often it makes more sense to code it to the DM appeal since that's how they were asked. I would like a way to incl...0
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Webview should show non constituent relationships
For a software that was designed for the K-12 education space, it isn't very easy to look at a family's household make-up in a list format. In the Constituent Lists, you should be able to include a column that shows all the donor's relationships, ...0
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Add Count function to Report Builder as a Metric
Rather than only being able to Sum metrics, it would be helpful to Count instances. For example, rather than summing gift amounts, I would like to be able to count how many times a constituent has given. Perhaps there's a way to do this, but I'm n...1
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Date Range for Retention, Acquisition and Recapture analytics
It would be great if we could apply date ranges to the Retention, Acquisition and Recapture analytics page. I realize there is a rolling graph, but I would love to sort by different date ranges for comparison for year-to-year and FY End, etc.1
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Change Relationship field in Webview to be show as Industry from Database view
Industry does not translate from DBV to WB in the organization relationships. It is obvious that an organization would be the employer based on the relationship title ( Director, staff editor, surgeon, etc.) It would be much more helpful to see th...0
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Duplicate existing measure in Insight Designer
A lot of use cases involve comparing different measures (year x to year y, group 1 to group 2), meaning that you're creating a lot of the same measures. Being able to duplicate a measure would be a helpful feature to avoid duplicate work.0