-
Add # of opportunities with an ask date/amount and # with a funded date/amount to insight designer
Please add the # of opportunities with an ask date/amount and the # with a funded date/amount to insight designer. Fundraisers want to see the percent of opportunities that are funded over time. This is currently a manual reporting process for us.0
-
Query Default Outputs
Often when I do a new query on Raiser's Edge I want to use the same outputs for my results (things like constituent ID, gift date etc.). Currently RE does not let you set your favourite outputs so you have to add them each time. Having some query ...0
-
Being able to put in a date range for acquisition reports
It would be very useful to be able to put in a date range so I can capture the same info on acquisition for the another fiscal year other than the current year I am in. I love that the report gives you the number of acquired donors, donor acquisit...0
-
Filters in Donor Lifecycle
It be useful to have filters in the Donor Lifecycle to do year to year comparisons. Currently you can filter by constituent code but would be helpful to filter by date or even by queries.0
-
Benchmarking for specific countries
In the benchmarking tab on dashboards, you can filter according to industry and income, but there doesn't seem to be a way to filter by country. Fundraising in the UK is very different from that in the US and Europe, so it would be helpful to be a...0
-
Expanding retention reports
The current filters on the retention report are very limiting. If there was a filter which included additional search criteria such as campaign description and appeal description this would help orgs dive into their data. I can't even find where t...0
-
Separate out split gifts in individual lines of data when pulling lists/queries
It's very difficult to sort and filter data when multiple split gift information lives in one row. I recommend that split gifts (gifts entered at once with multiple campaign/fund/appeal designations) show up on NXT lists and queries as separate li...0
-
Make Matching Gifts with credit to the donor available as a field in NXT Insight Builder.
This is an industry standard and donor's deserve recognition credit for facilitating matching gifts.0
-
Solicitor/Team Performance Toward Goals
In the RE Database view, we are able to see at a glance a solicitor's (fundraiser) goal and how much they have raised to date toward that goal. In the RE NXT view, however, it only shows the list of fundraisers and their goals - not how much they ...0
-
Add giving by state or region to Analyze
Our CEO used a Demographic and Statistical Report in RE7 to easily pull giving by state. We have a national presence and the board wants to see how we are doing in each state or region. We often have to report on state-by-state giving for grants a...2