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Analyze Planned Giving Results
Closed planned gifts is a metric my gift officers have to meet. It appears Opportunity and RE7 together are the only way to report on the number of closed gifts and their dollar amounts. Any reporting on type of Planned Gift, and whether it's real...0
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Creation of automated reports with email capability like Queue allows
I am tasked with sending a daily gift report to the fundraisers in my office and would like to have the ability to set it and forget it. With queue I had previously been able to automate this process and since we are now in NXT I would like the sa...0
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NXT should have ability to replicate RE7 dashboards
I would like the ability to created same dashboards in NXT. At this time, I cannot create recent gifts or events dashboard.0
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Enable drill down functionality with "Sum of" measures
Hi, I have an insight that provides me with a view of open opportunities by the month we expect/expected the money to come in. Because my measure is Sum of Opportunity Expected, I am unable to drill down to see the open opportunities in Report View.1
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Fundraising Analyse - panels which analyse by appeal category
Most of the time when we do fundraising analysis we want to summarise/total gifts by Appeal Category would be great to have a panel which did this, appeal lists end up being too long for an overview for some campaigns overview tab - be able to fil...0
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Three Year Comparative YTD
Development Team1
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Adding acquired donor year to date for previous fiscal years and not just the current.
Perhaps it could be incorporated into the year over year graph within this tab, but having the donor count and not just the acquisition rate from the previous fiscals would be very helpful!0
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Change the default file type from "Unicode Text" to "Excel Workbook" when exporting lists from NXT and saving them.
Whenever I export a list from NXT, it will open up in excel. When I go to save my exported list in Excel, the default file type is "Unicode Text". It would be convient if the default file type would be changed from "Unicode Text" to "Excel Workboo...0
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Drill into list from Report Builder
Will there be a way to make the results that are displayed in Reportbuilder clickable to a list of the contents that display in the report, similar to the analyze dashboards where we can view the list of constituents the comprise the results?0
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Rolling Donor Acquisition Report is Misleading/Bad Data
The Rolling Donor Acquisition report (at the bottom of the acquisition tab) should show how many new donors we got in the past 12 months. The help article defines the report that way. If you run a new donor report in the database view, you'll get ...0