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make dashboard measures consistent
In the Fundraiser Gifts insight in report builder the measures aren't consistent. There is a measure "gifts by constituent fundraiser" and "gift amount by constituent fundraiser" but for "credited fundraiser" there is only the gift. The gift amoun...2
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Auto Synch Research Point records with linked RE NXT records
When we get a Target Analytics update, we have to manually synch the results back to RE from RP. Could we get an auto-synch button or process to facilitate this?0
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Reporting Fly-out Menu's - Font Colors appear as hyperlinks that are no longer supported
When clicking on hyperlinked data in the Overview Dashboard report the fly-out list of data has columns in a blue font and show an underline when hovered over. These links appear to be hyperlinks when they are not. Checked in with support team and...0
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Track progress between prospect statuses.
Right now Report Builder can show count sums for prospects in each status (i.e. Disqualified, Cultivation, Solicitation, Stewardship) and I calculate a % change based on those sums. It would be very useful to show the fundraising team how many pro...0
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Expand the flexibility of filter by date in Insight Designer
It would be helpful to filter by more dynamic date options than currently available in the database. For example, I'd like to build a dashboard that shows amount raised this month to-date and compare that to what was raised last month to-date. Sam...0
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Analyze & Lists by Gift Constituency
We run a lot of Development Reporting off of the Gift Constituency. The existing Analyze Reports and Lists in NXT all run off of the (current) Primary Constituent Code at the Constituent Level of the Hard Credit Donor. Let's say that Robert Hernan...0
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RE NXT: Export Report into Excel including Graphs & Tables
We would like to be able to export into Excel graphs & tables of reports built via RE NXT Analysis -> Report builder. Currently, one can export only the tables of the report.0
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More than three lines for year-over-year in Analyze
Currently, in Web View -> Fundraising -> Analyze -> Overview, we can only see three years compared in the year-over-year graph: the current fiscal year and the last two fiscal years. This cannot be changed by modifying the date range. It ...2
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Create Solicitor Queries & Exports, and Allow Sorting & Filtering by Solicitor Type
We would love to be able to extract quick information about the number of proposals assigned to a specific solicitor with total dollars expected, total gifts credited, total partners assigned and of what level, in query and in export. This would b...0
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Insights should be included with the dashboard functionality and not a surcharge given that the existing dashboard features are so limited and especially when you compare the RE dashboard to Excel and other data visualization tools.
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