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Add NXT functionality to build lists and reports based on Event Criteria recorded on the constituent record in database view
We are an organization with 17 branch locations that raise funds overall and at the branch level. Due to the mobile nature of NXT, our branch executives access RE through NXT. Key branch fundraising efforts take place through events such as golf t...0
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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
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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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Global Add Attributes for Other Record Types
Currently, the Global Add tool is only able to add Constituent Attributes to existing Constituent Records. It would be incredibly useful to be able to use this tool to add other types of attributes to other record types - for example, adding Actio...0
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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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metric duplication for Insight
It would be helpful to duplicate a metric when you are creating an Insight to prevent the need to spend time searching for the required data. For example, if you want to do a FY YOY Insight, it would be helpful to duplicate the entire metric (of t...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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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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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
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Add ability to filter by Constituent Code in Insights
It is rarely helpful to show data for all constituents in the database, but it would be very helpful to graph data for specific constituent codes.3