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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
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Include percentage donated in appeal reports in report builder
The appeal options do not have number solicited, number given and response rates in the reports. This is available in database view but is essential so should be in web view as well. I have attached a database view screen shot.0
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Analysis pledges and pledge payments
I actually posted this as a comment in another thread but this is slightly different than the initial idea. BB has already marked it as likely to implement so I don't know if they go back and read any new comments after they've already tagged it a...1
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Add more options for configuring Revenue for constituents vs Overview Reporting (Dashboard)
When we configured Revenue for RENXT for our organization we made our selections based on how revenue would display on a constituent record : money received (one time gifts plus payments) + outstanding pledge (commitment balance) + soft credits) ...1
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Filter by ratings or custom fields in Analyze
We want to analyze by leadership groups who have specific ratings. We could add attributes (custom fields) if necessary.0
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Analysis Tool Show Any Years Requested
It would be great to view analysis of selected years and not just current year and two previous years.1
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Ability to choose Gift Types in Analyze
We have a large pool of in kind donors. It would be great to be able to use analyze to look specifically at that group.1
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Allow Dashboards to be calculated by Installment instead of just Master Pledge
This will allow us to track gift amounts based on when it will actually be paid, rather than just when it was pledged. This is especially useful for multi-year pledges.0
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Printable PDF's of Customizable Dashboard/Analysis Reports
Users can currently print/PDF templated dashboards and analysis reports but cannot currently print/DPF customizable dashboard and analysis reports that they've built in the RE NXT Analysis section. Such reports would be very useful to provide char...0
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Create custom groups or sets in Insight Designer
You should be able to create custom groups or sets within an insight to simplify the views and filters you want available to your users. For instance, some level of constituent code is useful, but sometimes I would want to filter just based on cor...0