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Filter by GL Post Date and Status in Analyze
We often have to run reports by both Gift Date and Post Date to see differences with our financials. Being able to see this in Analyze would be very beneficial to our Executives and Development team5
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Email marketing stats - remove TEST emails
The only way to preview merge fields is to actually sent email to a constituent, so I have email test lists of certain staff members. I would like to remove those stats as they are not true statistics and throw off the true statistics.1
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Be able to filter the campaign/appeal/fund lists on Analyze's Giving overview to remove inactive ones
When using Analyze it would be incredibly useful to be able to filter the lists on Giving overview (Analyze tab) to remove all the inactive campaigns, funds and appeals from the drop down list. We have 10 active funds that we use and about 60 hist...0
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Flexibility in configuration and "view by" in Insight Designer
Insight Designer configuration and "view by" should be more flexible. The configuration does not allow dollar signs - this, and percent signs, should be optional. The "view by" automatically sorts by largest to smallest if measuring numbers/dollar...0
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Add ability to show difference or totals in rows/columns
In insight designer, please add the ability to add columns or rows that will show the sum, difference, percent increase/decrease, etc. Sometimes we need the ability to add a column or row with calculations only like we can in excel.0
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Anonymous Filter in Insights
I'm creating a detailed insight and i need to have the ability to hide and/or recognize anonymous donors (similar to having a * post beside their name in database view).1
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Add No Valid Address to Insight Designer
Higher education clients need to calculate alumni giving percentage, which uses living alumni with a valid address to determine "alumni of record". We use the "no valid address" flag to determine which alumni have a valid address. We would like to...0
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Account Filter in Dashboard builder
I would like to be able to filter by account in the RE dashboard builder. With this feature you would be able to see the detail that reconciles to your a account/line on your income statement. Everyone would benefit.0
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Organizations being able to configure their own giving levels for Analyze in RE NXT
Regarding the Knowledge base search below, have there been any updates to being able to let organizations configure their own giving levels for Analyze in RE NXT? We really would like to use the feature but the numbers do not match up with RE. Ver...0
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Schedule a weekly gift report to go to you and heads of departments
Deans of our three colleges along with their fundraisers would like to get at the end of the week a list of gifts that came in. Would love to be able to set this up with gift date maybe being current week or even current month (if week would be to...1