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Please add all custom fields to Insight Designer
Insight Designer can be a powerful tool but not all custom fields are currently available in Insight Designer. Please add all custom fields to Insight Designer.4
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Add gift attributes as a way to filter data in Report Builder
Add gift attributes to Report Builder as an option as a way to query data and sort gifts by custom fields unique to your organization.0
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NXT additions
Some of the things I'd like to see in NXT. The ability to add a PDF to an email and also use salutations to personalize it better for couples in my database. In reports, I'd like to have the ablity to add a list so I can only look at gifts in a ti...0
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Add "number of donors" in "Progress to goals" table
Under Fundraising > Reporting > Appeals it includes "number of gifts" in the "Progress to goals" table. However,, it would be beneficial to also include "number of donors" as many donors make multiple gifts to different funds in response to ...0
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Filter by Gift Amount in NXT Report Builder
I have been working in report builder and insight design and there doesn't seem to be the ability to filter by gift amount. I would like to create insights that can show our donors who give above $1,000.12
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Add functionality so new gifts can be emailed out in daily report automatically
I would like every member of our team to receive an email showing all new gifts in the last seven days. I would like it to come daily and include linked content. This would be very helpful for everyone staying up to date on all gifts, not just the...5 Reviewed: Voting Open
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Analyze Reporting Insight or Insight Designer function for a report on gifts by size
Seeing the # of gifts & percent of total raised for a range of giving levels is such a great visual for demonstrating the value of Major Gifts. We are able to use a Statistical Report in the database view for this. Please either create an Insi...8
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Adding years to the NXT overview report
Would like to be able to take a look 5 years back instead of just 3 years.0
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Customized filters in webview
There is currently no way to retrieve the actual recaptured donor count or acquired donor count for last fiscal year. It would be great if previous year filters or customization could be added in web view.0
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Report on Pledge Installments not Pledge Total
I'm excited to see that the Analyze reporting will soon include all committed revenue (both pledged and in hand). However, our organization (and I'm guessing other organizations?) need a report that looks at committed revenues by fiscal year (not ...6 Planned