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Refresh Analyze for Opportunities
I understand that right now it isn't possible to have a manual refresh for gifts in analyze or lists of gifts, but it would be great if you could manually refresh the opportunities view in Analyze the same as you can in lists.1
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Allow the option to leave "Gift Date" blank in Reports
The current setup for selecting Gift Date in reports is only based on a specific date range. However, we often receive multi-year gifts where a donor will commit to a gift several years in advance. I propose that an option be added where the Gift ...0
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Campaign/Fund/Appeal SUMMARY
We REALLY need to see the same data analysis that is available in the database view, complete with the goal thermometer. We need to see the Average, Mean and Mode (with option to remove min and max gift). We NEED to be able to see both the NUMBER ...1
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Appeal Dashboard tweaks needed
I'm loving the new features that allow us to analyze an Appeal in NXT. However, the gender and age demographic charts have a flaw that should be fixed - the Unknown Gender and Undetermined Age seem to be reflecting Organization records - there oug...0
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Add custom/preconfigured filter to the Insights page of Report Builder
If you have a lot of custom insights, it's hard to find the preconfigured insights in your system. Would be helpful to include the custom vs preconfigured as one of the ways to filter the overall list. Possible expansion into dashboard builder as ...0
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Ability to Only See Active Campaigns or Appeals
I have to scroll through tons of possible campaigns to choose which ones I want in my report, because I can't look at only active ones. In database view, I can easily click box to only see active campaigns.1
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Custom Dashboard/Insight Filter for "Active" Fundraisers Only
It would be really nice if there was an option to limit the list of fundraisers to only those that are active when adding this as a filter for an insight or as a filter for a custom dashboard page. It is time consuming to have to go through a long...0
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Create way to track a fundraiser hierarchy
For orgs that have a staff member as a fundraising supervisor for a group of other staffers and/or volunteers, it would be helpful to see who is assigned to whom and how each team is doing. While a lead fundraiser can filter by their team members ...0
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Add the ability to do calculations based on data in attributes within queries
My org uses a specific Action type called Chapter Grant to document some grant money. The dollar amount granted is currently tracked in an Action Attribute. There are multiple entries on many of our constituent records, and it would be very us...0
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Dynamic List from Acquisition Reporting
It would be helpful if the list created from the names of the newly acquired donors in the Acquisition Report would be dynamic instead of dynamic. That list could then be used in workflow design to create a welcome email for these new donors.0