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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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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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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
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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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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 ability to control expiration of Password-Protected Links in Report Builder Dashboards.
Right now the option to "Create a password-protected link for access outside the system" EXPIRES after 10 days. we have 186 organizations (plus some) that access their gifts to date using these reports/dashboards. I can't give these organization a...0
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Analyze reporting should be the exact amount and not rounded up
In RE7 you see the full amount when you run a report. I have to balance to the penny with my finance department. Why can't the amount in the analytical reports in RENXT be the exact amount?4
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Add Fund Start Date to Insight Designer
Please consider adding "Fund Start Date" to the optional filters in NXT Insight Designer. We would like to measure the number of new endowments started in a particular period, and cannot use Insight Designer to do this without the field.0
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Improve Formatting of Analyze Reports that are emailed
the format of the reports emailed cut off the date range so the recipient of the report is unable to know the date range of the report.2
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DON'T show inactive fields in RE NXT reporting.
When using the reporting features in RE NXT, is overwhelming and completely unnecessary for every single campaign, or appeal, or fund, etc. to show up as a choice in the drop down menus.0