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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
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Provide a managment console for subscribed dashboard emails in NXT.
It would be helpful to have a central management console to modify/delete any subscribed emails (to dashboards) within NXT. Right now, the only way to modify an email is to unsubscribe to it, find the dashboard, filter it and subscribe again under...2
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Add Campaign, Fund and Appeal description in Fundraising/Analyze/Recapture
Having Description would allow for more useful data output0
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Filter by Fundraiser for Analyze
The analyze reports are great but our Fundraisers want to see it as it pertains to their portfolios. Most of your other Lists, etc. allows one to filter based on Fundraiser. Why not this?2
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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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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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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 the Gift Post Date as a filter option for the Report Builder and Insight Designer.
Many organizations (like ours) use the Gift Post Date as the date for counting gifts. It would seem like a fairly basic filter to be included, especially in the Custom Insight Designer that has an additional cost connected to its use.0
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Analyze Tabs for Optional Modules
Would be awesome if there were tabs in Analyze for optional modules like Events and Volunteer. Comparing our event performance year over year and seeing how many volunteers donated their time in a particular date range are things we do CONSTANTLY.1
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Add a way to edit the email and recipients of the automatic dashboard email
The option to have emails that automatically go out with an update of the dashboard is great. However, it would also be great to edit the email of what is being sent after it is scheduled. To only have the one opportunity to do anything with that ...1