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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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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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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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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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Custom Insight - Allow data to be zero instead of showing "This insight has no data to display. Try broadening your filters"
I understand the purpose of the message while first fashioning an insight, but there are plenty of times where a data point ("Total Monthly Pledges" for example) might be zero for a time. It looks really tacky when that message pulls up on an offi...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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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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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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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