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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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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
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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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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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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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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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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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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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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