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BUG: Acquired Donors are Showing Up as Retained
In the Analyze tab, new donors show up as retained instead of acquired if they have more than one gift. For example, if someone's first gift is a pledge without a payment, they will show up as acquired. If they have a pledge and a pay-cash (2 gift...0
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Create a way to report on donors by giving level in NXT
It is helpful to be able to analyze and report on donors by giving level. We would like to be able to create custom dashboards that include this information (think annual fund support by donor level, etc). There is no way to do this currently. Ide...1
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Add Fundraisers with no credited gifts to NXT Dashboards
If a Fundraiser doesn’t have any gifts credited against them, they should still be shown with zero gifts, and not hidden entirely in Insights Designer0
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Create new campaigns, funds, appeals in NXT
I would like to be able to create new campaigns, funds, appeals and manage them in NXT0
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Add custom numeric goals to Insight Designer.
There should be a way to compare Action totals to a goal that we have. Currently, you can't bring in a goal total.2
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Analyze > Opportunity > Simplify date filters
I love the work that's been done on the Analyze: Overview page's date filter. However, the check-box system on the Analyze: Opportunities page is both very cumbersome (we have to scroll through and click several boxes - it's very time consuming) a...3
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Add a filter for Acquisition, Recapture and Retention to include/exclude Deceased donors and gifts.
Because estate gifts from deceased donors are included in these reports, it skews the totals and doesn't present a true picture of new and retained donors for future solicitation. -
Add fund and appeal description as a filter on the acquisition, retention and recapture dashboards in nxt analyze.
We need to be able to see new donors as a result of a specific disaster or event. This would enable us to break the data down to that level.0
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Total Donors YTD in Analyze
In Fundraising/Analyze/Overview, there should be a number for total donors YTD. It is a metric as important as total gifts. It can be included in the Giving/Gift section, or Donor cycle section. A chart showing total donors within 5-10 years would...0
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Custom Fields should be available to pull as a filter and data field for insights
No description provided0