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Customizable Overview Dashboard to include Number of Donors after Total Revenue and Number of Gifts as per the attachment
It is useful to know the number of donors that contributed towards the total revenue and number of gifts for a period. It would benefit senior management to be able to know these details at a glance or at the click of a button. If it cannot be add...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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Add Selections for Inactive/Deceased/No Valid Address Filters to Query Control Reports
Control Reports are useful for capturing all the details of existing queries, but I noticed that the three high-level filters with check boxes on the query creation screen don't appear anywhere on control reports. Can this be added?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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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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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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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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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