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Notes and Reference fields added as choice in Insight Designer
When sharing info about a gift and/or constituent when creating a report, it would be helpful to be able to pull these fields , though I do not know if this is possible for dashboards and Insights . Can they pull text fields? But it would be helpf...0
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Option to Include inactive opportunities on the Analyze tab
I make opportunities inactive once they have been accepted or rejected and the fiscal year is over. We would like to use the analyze tab to compare and track opportunities over entire campaigns, but I do not want to keep them active so they are ca...1
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Summary Data Should Include Current Fiscal Year Giving
The Constituent Summary data has some useful information, but knowing how much they have already contributed in the current fiscal year is FAR more important than knowing when their first gift was. Please include a pre-built filter for Current Fis...1
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Deceased Finder - Option to "Create a List" of records in RE NXT
It would be helpful to take the results from the Deceased Finder tool in RE NXT and move it to a List in RE NXT that more columns and detail could be added to/manipulated.1
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Add percentages to Dashboard Insights
I am absolutely shocked that there is no pre-built insight that calculates your Progress to Goal as a Percentage. This is often the most important metric used in tracking progress both internally, and in forward facing marketing campaigns like soc... -
Add Consent field(s) to Reports.
Consents of donors is extremely important to opt-out or opt-in for various categories, ie, donor recognition, appeals, other mailings (invites, brochures), we need consent info for reporting purposes. thanks so much.0
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Allow more than one report tab open at once
In Reporting, it would be useful to have more than one report tab available. That way you could keep a few frequently used dashboards quickly accessible without going through the whole list to view a different dashboard.0
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Have the ability to add numerical value to drill down into measures within Insights.
This would be useful to have columns that reflect gifts over $5000 within the report instead of having to creat a separate list to reflect your analysis.0
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RE NXT ANALYZE committed vs received - please use DB view gift filter options!!
Advancement progress performance is not based on cash received- that makes sense for FE NXT or for doing RE NXT reconciliation with accounting. Here, we need the ability to monitor our progress on giving specific to our campaign- and this for us n...3
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Analyze should include a selection of Gift Types the same as the list function
Our campaigns our based on Accrual rather than revenue received. It would be nice to be able to choose the gift type that I want to analyze the data on, rather than limited to only revenue received. Analyze is a great tool, but I am unable to use ...1