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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
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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
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Compare acquisition and retention rates of appeals
It would be very helpful if you could select appeals and compare them for both acquisition and retention. They already have the panels but in their current form aren’t that useful. e.g. EOFY appeal 2022 compared with EOFY appeal 2023 new donors ac...0
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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
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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
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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
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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
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Let's be able to pull quickly all emails for donors through NXT
Would be so helpful to be able to export to excel a list of donor name and all emails for a given date range through NXT. It sounds so simple! If anyone knows a hack for this, please let me know... Thank you!0
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The ability to add a total for a column in a table created using custom insights
I have created a custom insight to show the amounts asked for and funded on opportunities. I have also included a "Balance" figure in the table to show the difference against the two per opportunity status, but I can seem to add a column total for...0
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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