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Adding the ability to use Reports to analyze custom fields.
It would be extremely beneficial to be able to use dashboards to create summaries/analysis with custom fields. We have some data that doesn't fit into existing categories, so it is stored as a custom field. We then have to export the list to anoth...0
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Auto add name variations into alias when merging records.
It would allow us to have less dupes. We would have the different name variations in the record which will allow imports to be cleaner. When merging it would merge the source record name variation into AKA alias type.0
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Incorporate custom fields/attributes made by one's organization into RENXT Insight Designer
Currently only out of box attributes appear as options in insight designer, that is current product functionality. However, my organization for example needs to create financial reports based on a custom field we created called "Primary Region". T...0 Reviewed: Voting Open
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Eliminate Inactive Campaigns/Funds/Appeals from Analyze Dropdown Menus
The request is to eliminate "Inactive" Campaigns/Funds/Appeals from the menu dropdown filtering to eliminate longs lists. Raiser's Edge 7 does not display inactive Campaigns/Funds/Appeals when flagged as "Inactive" unless there is a checkbox marke...9 Reviewed: Voting Open
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Add ability to exclude domains in reporting
Reporting for activity based on domain referrer is including some of our internal domains, including our staging domain and our CMS editor. This is skewing our reporting data and does not reflect an accurate view of engagement on our BB forms. Ple...1
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Create the ability to use fiscal year instead of calendar year for donor retention, acquisition, and recapture reports
The stats per organization are much more useful in looking at their own fiscal year alongside organizational calendar and development plan (to align with budget and other reporting metrics as well).8 Reviewed: Voting Open
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Add a Calendar YTD and Fiscal YTD filter option to insights so the comparison to the same period is accurate
I have a dashboard based on "This Year" with several insights. However, the compare to "Same period previous" shows data for the entire year total of the previous year instead of the YTD for the previous period. This does not allow for a live look...4
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Please add all custom fields to Insight Designer
Insight Designer can be a powerful tool but not all custom fields are currently available in Insight Designer. Please add all custom fields to Insight Designer.4
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Add Gift Amount Filter to Dashboard Builder
It would be helpful to add a gift amount filter as an option when building dashboards in Analysis > Report builder. It would be really helpful to be able to exclude gifts over/under a certain threshold.0
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Membership Dashboard/Reporting in RENXT Web View Not Available
In NXT(web view), Membership is not a filter you can choose from when creating a dashboard. It is also not available in insights. There are no list options for Membership available. There are no Membership specific reporting options available in N...0