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NXT reports - financial year v calendar year
We would like to have the option of choosing whether all reports in RE NXT reflect financial year or calendar year. As an educational institution, this is essential to make the reports useful to us.1
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Repor Builder - add gift status as a filter
Add Gift Status as a filter in Report builder. Required for various pledge reports (overdue pledge etc), gift status as a filter > include only active pledges - currently shows all including terminated etc1
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In Retention and Acquisition reports I'd like Constituents to be counted in all of their Constituencies
We prepare very detailed retention and acquisition reports at the end of the FY. We're a school and donors often have more than one constituency. I need to have the ability in Retention and Acquisition reports to have donors count in each of their...1
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Add "Constituents by state" to the list of available Insights
Organizations need to know what states their donors live in, so that we can get the appropriate solicitation licenses. This should be readily available to ALL of your clients, regardless of whether or not they have purchased the additional Insight...0
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More future date ranges in report builder
I would like to be able to filter opportunities by "next 90 days" or something similar. Currently their are tons of options for "last" but none for "next." The only way I can do it now is by selecting "this quarter", but when it gets towards the e...0
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stop head of household record keeping. Doesnt account for both getting all credit and tax receipting accuratley,.
Cant make one person the sole repository of all financial info. Death divorce partnerships make this obsolete. Parties have their own financial vehicles and must be receipted seperately - we dont know how they do their taxes, joint or seperate and...0
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Year to year comparison for more than 3 years
In the analyze section of the web view, it would be great to be able to compare the current year + 4 or 5 previous years back instead of just 2 years back.0
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Allow user control over how long projected revenue is counted
We count recurring gifts as their five-year value in our "new funds raised" total, as per CASE-Ross reporting rules. Currently the "projected revenue" field in NXT report builder only projects forwards for three years. Giving control to organisati...0
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Campaign and Fund Reporting should include related Opportunities
It's currently impossible in RE to understand a campaign's total performance. We can see gifts in one place, related opps in other place (although we can't filter by Fund or Campaign on the Opps dashboard). We can't see how we're going to be doing...0
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Source an NXT List or RE Query into Insight/ Report Builder
We have a lot of extra info and compiled lists and queries that would help with analysis and audit if they could display centrally in NXT dashboards.0