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Runtime Variables from Query Needed in Standard Reports
Many Standard Reports are based off a query. When that query has runtime variables, however, those are not getting prompted in webview and the report just runs for all data. My org has a lot of Gift Detail and Summary reports that are based off a ...
Created 25 Sep 14:40 by Miki Martin
Standard Reports
1
4
Vote
ADD PARENT CLASS ANALYSIS REPORT TO STANDARD REPORTS IN WEBVIEW
Adding the Parent Class Analysis (PCA) report to WebView would be a key addition for K-12 institutions. This report is an incredibly valuable tool for fundraising efforts, providing a clear and efficient way to track donations and participation ra...
Created 31 Jul 13:53 by Jennifer Peresie
Standard Reports
1
Reviewed: Voting Open
62
Vote
Manually refresh the Analyze Dashboards
I would love to be able to manually refresh the dashboards in Analyze. I can do this in the database view, and it would be helpful to have some control over when I can download the most accurate information in this format.
Created 03 Oct 20:50 by Guest
Reporting and Analysis
13
Reviewed: Voting Open
41
Vote
First gift reporting options in dashboards and insight designer
We're working on tracking first gifts and new donors. I would like to be able to create reports to understand gift size and appeal for new donors/first gifts, but that type of segmentation is not currently available in NXT. Even if you used lif...
Created 11 Dec 20:30 by Victoria Schonfeld
Reporting and Analysis
5
Reviewed: Voting Open
58
Vote
Hide Prospect information in Raiser’s Edge NXT Lists for users who have not been granted access to the Prospect module in the database view
Security by group in Database View can be configured to allow users to not be able to view Prospect information on constituents. However, Lists in Web View display this by default and apparently there's no way to control this. This means that if w...
Created 04 May 10:10 by Mark Lennon
Lists
6
Reviewed: Voting Open
5
Vote
Add Query Navigation options in Query Results View
Query in Database View allows you to move within query results and quickly move to the beginning or end of the results list. Please bring this option over to queries in Unified View, as the current option can be rather unweildy as it has to scroll...
Created 03 Jun 20:27 by Laura Easterly
Lists
0
Reviewed: Voting Open
5
Vote
Adding "Assigned Solicitor Name" in the dashboard and insights
No description provided
Created 03 Jun 19:07 by Guest
Reporting and Analysis
0
Reviewed: Voting Open
1
Vote
Fundraising Reports search for an appeal
No description provided
Created 12 Jan 16:14 by Laura Zartman
Reporting and Analysis
0
Reviewed: Voting Open
43
Vote
Ability to filter by gift date added in NXT Lists / Gifts
Filtering on gift date (versus gift date added) is not useful when the need is to prepare a weekly list of gifts (not previously reported on) since not all gifts with the same gift date are added on the same day. We need to be able to pull lists b...
Created 01 Aug 22:23 by Drew Matthews
Lists
3
Reviewed: Voting Open
5
Vote
NXT fundraising dashboards gift dates
The standard reports allow to choose a specific time for reporting; this week, this month, last month, etc;. Why on earth would the dashboards not allow this
Created 28 May 15:13 by Guest
Reporting and Analysis
0
Reviewed: Voting Open
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