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14
Vote
Analyze area: use the same data filter choices as in lists/other areas of NXT
First, loving the new Analyze area! So much potential. Thanks. When I want to use the date filter, it would be great if they were the same as in other areas of the product. Instead, in Analyze, it's a new system of "since last" # of days, or a cus...
Created 27 Apr 18:34 by Susanne Larsen
Data analysis
5
7
Vote
Make all areas of the overview tab responsive to date, revenue, campaign, fund and appeal filters
It's confusing to users who set filters at the top of the overview tab to see the Giving numbers change but see results further down the page not impacted by those filter settings - especially in Donor Lifecycle but also for Actions and Opportunit...
Created 05 Aug 14:29 by Nathan Munn
Data analysis
0
13
Vote
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...
Created 07 Nov 14:25 by Ellen Smith
Data analysis
1
3
Vote
Ability to run any report to reflect the end of the month date
I only have access to the end of month numbers on the day I am closing and cannot rerun reports based on the last day of any given month. Please add last day of the month and then a drop down for which month we want. It would be incredibly useful!
Created 30 Jan 16:26 by Guest
Data analysis
0
4
Vote
Download email stats
We'd like to download email stats (opens, clicks, bounces, etc.) by filter criteria
Created 14 Jun 16:11 by Guest
Data analysis
0
5
Vote
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...
Created 27 Oct 19:47 by A Dewalt
Data analysis
0
5
Vote
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...
Created 14 Oct 16:46 by Meredith Friedman
Data analysis
1
6
Vote
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.
Created 22 Feb 17:26 by Nikki Long
Data analysis
1
5
Vote
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...
Created 07 Oct 15:56 by Meredith Friedman
Data analysis
0
7
Vote
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.
Created 24 Jun 17:33 by Guest
Data analysis
0
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