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Pledge Payment Reporting - Multiple Installments With One Donation
When running an export or report, Only the latest amount applied to an installment is pulled for that field. What I am looking for is an option to pull the latest gift applied to the pledge. This mostly occurs with the Stock payment type, but does...Reviewed: Voting Open
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Show gift options in query control report
I love that you have achieved parity in the web view with the database control reports. I would love to see the gift options added to the query control report. I imagine this will be after database view sunsets but it has been a desire for a long ...Reviewed: Voting Open
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Gift Type needs to be an output column in financial reporting under Analysis in NXT
No description providedReviewed: Voting Open
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Option to include Soft Credits in any Reporting area
I know that you all shipped a solution in response to RENXT-I-182 back in February 2017 so that soft credits are now factored in for tags. However, there is still not an option to factor them in on any of the dashboards in Reporting which is where...Planned
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Merge Query in web view suppresses inactive automatically
I am doing merge query of two constituent queries for the first time using "OR" operator. Then from database view used export to build a list. I found that some records were not in the export of data - at first thought it would be head of house si...Reviewed: Voting Open
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Allow the ability to factor out written off amount from pledge totals in Gift and Pledge Standard reports
Pledge reporting in Gift Detail and Summary reports has the option of reporting by Pledge Amount or pledge balance. If you want to know the total pledged regardless of payments, but do not want to consider amounts of pledges that were written off,...Reviewed: Voting Open
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Unified View > RENXT Exports include Constituent Record Links for Greater Efficiency and Usability
RENXT Export should include clickable Constituent record links like those in Lists to improve usability and save staff time. Exports offer key advantages over Lists: they support head-of-household processing, include critical data fields not found...Reviewed: Voting Open
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Add a date range that is by number of days or months or years
At my organization we are working on creating dynamic reports with rolling dates. Particularly looking at revenue information over a rolling 12 month period. There are options in the date range dropdown of Last Calendar Year, This Calendar Year, Y...Reviewed: Voting Open
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wildcard in query
When using One Of in criteria, we need the wildcard (asterisk) capability so we don't have to find each of the "one ofs" one at a time.Reviewed: Voting Open
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Allow filtering in lists by memberships
Quickly filter gifts, constituents, and actions by membership coding. This would be the only concise utilization of the membership feature in NXT so far.Reviewed: Voting Open