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Credit Card Type as an Output in Financial Reports
Currently only check date and check number are output options in Financial Reports, specifically Cash Receipts Journal Reports. Adding credit card type (Visa, MC, etc) would significantly help in using these reports for the financial reconciliatio...0
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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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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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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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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!0
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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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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... -
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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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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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