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Ability to export a custom dashboard to PDF
Need the ability to export a custom dashboard from report builder to PDF, instead of just Excel. We want the ability to share these dashboards with people who do not have access to RE NXT.31 Reviewed: Voting Open
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Add the Find (search) Tool to NXT Webview Query
This tool is available in Database query to search for criteria you are unable to locate. The only suitable option in webview is to Ctrl F on the browser, but it can only search open drop-downs, so that requires you to have some idea of what you a...0
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Add custom field filters for Insight Designer
For Insight Builder to be a valuable tool across our organization, we need to be abe to filter both actions and constituents by custom fields.26 Reviewed: Voting Open
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Provide option to include or exclude soft credits in donor retention dashboard
Every organization uses soft credits in a different way. In response to this, RE 7 has allowed full flexibility in all queries, exports and reports for determining when soft credits are included or excluded. We should have this option as well in N...34 Reviewed: Voting Open
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More Functionality for Fund Edit in RE NXT (Web View)
While the new features to view funds in RE NXT (Web view) are great, it would be nice to be able to edit all the tabs you would be able to in Database view within RE NXT. This would include adding and showing fund relationships, editing the fund G...3
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Allow Reporting on Custom Fields (Attributes) in NXT without needing for Insight Designer
All available fields, including custom fields, should be available in Reporting, without needing an extra, paid, feature. Currently SKY Reporting does not include custom fields.10 Reviewed: Voting Open
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Add ability to filter on Fund custom fields on Gift Lists
We have created several fund attributes/custom fields that we need to be able to filter on in NXT. Specifically, our fundraisers and their manager would like to create a list of all gifts to a specific college or department. This would allow them ...8 Reviewed: Voting Open
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Add Relative Fiscal Year Date Filters to Query
We have "This Calendar Year", "Next Calendar Year", "Last Calendar Year", and "Calendar YTD" can we have "This Fiscal Year", "Next Fiscal Year", "Last Fiscal Year", and "Fiscal YTD"?0
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Allow query and lists, date filters, to filter on # days since a date
On all date filters in NXT, use the # days since. So much more flexibility than the other date filter types0
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Comments from NXT's Prospect Status field, in the Prospect Management tile, need to be exportable!
There are similar "ideas" for this upgrade dating back to 2019 (at least) on this platform. It's 2025, and when updating Prospect Status in the Prospect Management tile, we add Comments to the Prospect Status field justifying any status change/upd...0