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Sharing Analyze Fundraising Dashboard
It would be nice to be able to set up a an Analyze Fundraising Dashboard and share it across all users, rather than setting it up on each person's computer.10 Reviewed: Voting Open
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Add Solicitor/Fundraiser Type filter in Insight Designer
We use fundraiser types very heavily to segment our various prospect pools. It would be very helpful to be able to filter on this and have this as an attribute in Insight Designer.2
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Include fund split amount column for fund reports
Under Fundraising, Analyze, Funds: After running a fund analysis for a single fund, clicking on the hyperlink for "number of gifts" or "revenue" opens a report which includes total funds raised for that fund within the time frame created. However,...0 Reviewed: Voting Open
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Data of birth encryption should be lifted for admins undertaking matching activities
The recent Field Encryption changes in Patch 34 for Raiser’s Edge NXT® and Raiser’s Edge® has impacted the ability to use merge tools to match and de-duplicate records. When we have DOB data we need to be able to use it to confirm matches, otherwi...0
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Insights should have the options to credit gifts by donor, soft credits, or both as export giving fields do.
No description provided6
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In RE NXT, in Analyze appeals, would like to have a filter to analyze by appeal package.
We use the same appeal ID code for several appeals a year, so to separate the different appeals during the year, we use packages. I would be great to have the package as a filter.3 Reviewed: Voting Open
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Add the ability to filter by Gift Amounts in Report Builder
Provide the ability to create a report that shows giving by user defined levels (.01 - $499.999 etc) by Primary Constituent Code. I am looking to capture the number of Donors, number of Gifts and gift amount for these levels by constituent code.0
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Check box to Select All in Data Health Duplicate Management in RE NXT
For time saving: Add check box to Select All in Data Health Duplicate Management in RE NXT as option to mark multiple records under one page in one go as Not Duplicates. Currently we need to mark them not duplicates one by one and if you have thou...0
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Add "Fund Category" as filter option for "Overview" tab in Analyze section
As a health system we track our progress overall and by entity. We currently use the fund category field to identify the entity. Adding this functionality would provide real time overview of progress by entity. I imagine this would be helpful for ...5 Planned
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Add "Prospect Status History" and "Days in Stage" to query/output options in Raiser's Edge and NXT
The ability to report on how long prospects are spending in each stage of the donor cycle is useful in preventing prospects stuck in discovery or cultivation. It helps keep portfolios fresh so that only the best prospects for the present are assig...3