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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...5
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Download email stats
We'd like to download email stats (opens, clicks, bounces, etc.) by filter criteria0
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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...0
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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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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