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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.1
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Run Crystal Reports from NXT
We have a number of custom reports that we've built in RE7 that are important management tools and display information in a streamlined way that RE7 and NXT do not. Create a way for us to easily pull/display those reports from NXT so our executive...2 Will not implement
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Custom Fields should be available to pull as a filter and data field for insights
No description provided0
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Ability to print/export the dashboards build in the reports builder of NXT
I am quite stunned that you can create such an awesome dashboard/report on NXT that cannot print it or at least exported to PDF.2
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Retention, Acquisition and Recapture need Fund and Campaign Descriptions under Analyze
It appears that these options are missing from this section. We would like to see retention, acquisition and recapture analysis by set fund descriptions. It's odd that only the category is the option and not the Fund ID or Description.0
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Drop down box for funds, campaigns and appeals in RENXT
It would be extremely helpful (and less confusing for those not working in the database view) if only active funds, campaigns and appeals appeared in the drop down box in Analyze Funds area. This would be HUGE help. Thanks.0
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NXT Reporting - drill down into Actions >Attributes and also Gifts >Attributes
So we can view and filter on the details recorded in Attributes within Actions and Gifts.1
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Recurring Gift Count on NXT Dashboard
We would like to show the number of recurring gifts attributed to a campaign on our dashboards. At the moment it is only possible to add a count of 'Recurring Gift' commitments if 'Recurring gift' type is added to committed revenue calculation whi...0
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Filters for all constituent codes, and not just primary
Primary constituent code is not something that we rely on being in place, and we do run reports (Crystal) by constituency. I've always considered it to be a very persnickety piece of data to maintain. I wish NXT would allow Analyze reports to run ...0
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We need to be able to sort Dashboards, Insights and Lists by name.
We are using the web view in so many interested ways. We have many dashboards, insights and lists - and no way to sort and organize them. How are we supposed to keep track of everything? If we could even assign them a certain category and view the...0