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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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Adjust the height of text boxes on custom reports to make them shorter
I like being able to add headings and notes to the custom reports. We can adjust the width of the text boxes and we can make them taller but we cannot make them any shorter. The shortest we can do is 4 lines of Page headings; 5 lines of Section he...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
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Ability to analyze online vs. offline giving in NXT
There is a report in database view called "Online vs. Offline Giving Report" that cannot be replicated in NXT. This would not be a huge deal, except for the fact that the database report does not pull in Online Express gifts. The ability to analyz...0
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Add Active/Inactive box (radio button) to select funds and appeals to Insights - under Analysis.
Faster and more efficient selection of appeals and funds.0
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AddressFinder missing USPS Nixie Code Attributes in NXT
AddressFinder as whole has been flawed since there isn't a built in option for how to deal with the 'no valid address' checkbox. At least in database view the 'USPS Nixie' codes get appended to the address attribute along with a date - so simple g...1
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Option to show exact amounts on reports in NXT
In building various reports in NXT, I've noticed that it automatically rounds Revenue information to the nearest dollar. However, in the "Over/Under" (relating to Goal) it shows an exact number as opposed to rounding it. I'd like to propose the id...2
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Add analytics to constituent lists
Under the "analyze" tab, it would be great to be able to select a specific constituent list (as if the list was a query) that is analyzed in order to see a breakdown of the list's donor life cycle, giving age, etc. While currently it is possible t...0
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Edit responses on appeals in web view
We track what appeals are returned by USPS, when donors respond to appeals without giving, and when donors acknowledge receipt of an appeal to their relationship manager. Right now these responses can only be updated in database view, but it would...0
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Make training datasheet where we can download and check off courses taken
This would be helpful because we could easily see which training courses we have taken. The Transcript just lists them all, in no groupings like the datasheet does. I have tried to keep up with a paper copy and I have several with different things...1