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Make all areas of the overview tab responsive to date, revenue, campaign, fund and appeal filters
It's confusing to users who set filters at the top of the overview tab to see the Giving numbers change but see results further down the page not impacted by those filter settings - especially in Donor Lifecycle but also for Actions and Opportunit...0
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RE NXT ANALYZE committed vs received - please use DB view gift filter options!!
Advancement progress performance is not based on cash received- that makes sense for FE NXT or for doing RE NXT reconciliation with accounting. Here, we need the ability to monitor our progress on giving specific to our campaign- and this for us n...3
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Analysis pledges and pledge payments
I actually posted this as a comment in another thread but this is slightly different than the initial idea. BB has already marked it as likely to implement so I don't know if they go back and read any new comments after they've already tagged it a...1
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Add Consent field(s) to Reports.
Consents of donors is extremely important to opt-out or opt-in for various categories, ie, donor recognition, appeals, other mailings (invites, brochures), we need consent info for reporting purposes. thanks so much.0
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Filter by ratings or custom fields in Analyze
We want to analyze by leadership groups who have specific ratings. We could add attributes (custom fields) if necessary.0
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Ability to choose Gift Types in Analyze
We have a large pool of in kind donors. It would be great to be able to use analyze to look specifically at that group.1
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Analysis Tool Show Any Years Requested
It would be great to view analysis of selected years and not just current year and two previous years.1
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Analyze Tab in NXT - Filter by SSN
I would like to see a filter set up in NXT analyze so that I can get rid of donors who have a SSN on their record - that's how we track employees. It would be nice to filter on that so that it just shows those people and also be able to remove the...2
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Add Package Category in Acquisition/Retention Reporting filters
In order to utilize the Donor Acquisition or Retention Analysis Filters, we quite literally need to have Package Category available to be able to use the dashboards for their intended purpose. At this time, to only select "Category" of Campaign/Fu...1
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Notes and Reference fields added as choice in Insight Designer
When sharing info about a gift and/or constituent when creating a report, it would be helpful to be able to pull these fields , though I do not know if this is possible for dashboards and Insights . Can they pull text fields? But it would be helpf...0