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Provide reporting capabilities in Overview for Gifts by Giving Level and Donors by Giving Level
We have this now in NXT in Fundraising>Fund, but where it is really needed is in the Reporting>Overview. We need the ability to report quarterly on giving levels, and I am presently having to do so on Excel. Considering this ability already ...0
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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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Add ability to filter by Constituent custom fields in Dashboard Builder
In Dashboard builder, we need the ability to filter by Constituent custom fields (Constituent attributes in REDV). Constituent custom fields are use for various types of segmentation (ie. category of engagement) and are key when creating reports.3 Reviewed: Voting Open
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FIX GIFT AMOUNT, COMMITTED INSIGHT FOR PLANNED GIFTS currently not meeting CASE guidelines.
In response to https://community.blackbaud.com/forums/viewtopic/423/49164 The gift amount committed insight is not currently meeting CASE Global Reporting Guidelines regarding realized planned gifts and the original planned gift commitments. The i...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 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...3
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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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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
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In dashboards insights, add a graph for gifts over time (there’s only actions over time)
It would be helpful to be able to track gifts over time in a graph. The graph would show cumulative gift amounts over time in months. An option to show number of gifts per month would also be helpful.0