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Add ability to filter on constituent code in Action Lists
To segment actions that solely applied to certain individuals -
Report Builder "Donors by lifecycle status", count soft credits and ability to filter by Head of Household
We would love to utilize the "Donors by lifecycle status" insight, but the inability for it to consider soft credits as a gift is rendering it useless. We have donors who always give through a DAF or corporation and will always be soft credited, s...Reviewed: Voting Open
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Share/Print/Email Custom Dashboards
I would really like to be able to send my fundraisers a direct link to a custom dashboard the way I can for lists, or the old canned analyze dashboards. It would also be awfully nice to be able to email the static images or print them out for use ...Reviewed: Voting Open
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When saving a custom insight, allow 'Others Can View' and 'Others Can Manage' options
When saving a custom insight, it would be nice to be able to save it so that others can only view it and not make any edits to your hard work. If you want others to edit it, then you could choose to let others manage it.Reviewed: Voting Open
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When a query is opened and then closed, please have the previously opened query selected in the list
When a change is made to an existing query and then the query is closed, there may be doubt about whether the correct query was modified. When we return to the list of queries, the previously opened query isn't selected, so we don't know if that w... -
Web-View Single Row Query
No description provided -
Custom Insights for Events
I'd like to see event data available in custom insights -- Calculating % attendance or counts by roles at events would be incredibly useful.Reviewed: Voting Open
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Manage, edit or delete email reports from NXT Analyze Dashboard
In the NXT Analyze Dashboard you can schedule a report to be sent of a certain campaign, appeal, fund, etc dashboard. This is great if you need to send to colleagues on a regular basis and the data automatically updates in each scheduled email rep...Reviewed: Voting Open
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In Query, allow saving and reusing sets of output fields
Many of my organization's queries use the same set of output fields, which needs to be rebuilt for every new query. Please allow users to save favorite output field sets and apply them to new queries.Reviewed: Voting Open
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Bring over DBV Expected Gifts Summary Panel as an NXT custom home page layout option
The Expected Gifts Summary Panel in DBV has been so valuable to be able to quickly answer leadership questions on expected recurring gift and/or pledge revenue for the coming month(s) or fiscal years. It is so easy to quickly switch from week, mon...Reviewed: Voting Open
