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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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Analyze Tab in NXT - Filter by SSN
I would like to see a filter set up in NXT analyze so that I can get rid of donors who have a SSN on their record - that's how we track employees. It would be nice to filter on that so that it just shows those people and also be able to remove the...2
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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.
No description provided0
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More fields available in API/web view
We need education and fund attributes available in web view and in the Raiser's Edge API that we use in Advizor. I am assuming, based on the fact that the same fields are not available from the API feed as are not available in web view, that the p...0
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In REPORTING add the abilty to filter between Gift Amount and Contribution Amount.
I want the option to see all philanthropic deductible gifts without seeing non-deductible revenue. Currently in REVENUE TYPE you can filter between Committed and Received. Please add Gift Amount and Contribution (receipt) Amount to allow for seein...0
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When adding filters to the Analyze portion of RE NXT, have only active records appear for Funds, Campaigns and Appeals.
When adding filters to the Analyze portion of RE NXT, inactive records appear for Funds, Campaigns and Appeals, which means there may literally be 100 or more in each column to weed through to get to the active ones you are working with. It would ...0
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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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Available fields in insights
In database view, all available data fields are available when creating queries, reports and exports. The same flexibility should be available in web view. There are several examples in Ideas for specific data fields to be available in either list...0
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Insight Designer functionality for Email Results from NXT Email Marketing
Add functionality to build insights around email results to add to dashboards to complement the email results found in the Marketing tab0
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Ability to graph cumulative YTD giving by month with NXT Insight/Report Builder
I have a report that I created in Excel to track and compare cumulative FYTD fundraising progress by fiscal year - like the Overview tab in the NXT Fundraising>Reporting module, but YTD for each month instead of MTD. Like this: It helps us com...2