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To view how many constituents have opted out of receiving communication over the past year via a query
It would be good to know the date of the constituents graduation and when they opted out of receiving emails. To see if a pattern merges i.e. are the ones opting out recent grads or are they alumni who graduated years ago.0
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Add Net Present Value as a measure in Insight Designer
I would like to be able to report on Planned Gifts at the discounted rate when using the report builder in Insight Designer.0
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Add Solicitors as a choice in Analyze Fundraising Overview
Management would benefit from this as a way to see the activity and success of their solicitors.0
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Ability to segment the benchmarking by donation type
I would like to be able to segment regular giving out from other donation types0
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Include BBNC email 'Date Sent' as an available field within RE query builder
Date Sent is available to view within the Netcommunity Tab, but doesn't appear in the list of available fields in Query. We would really like to be able to query constituents by when they last received/opened/clicked an email. Adding this field to...0
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Ability to report on percentages in Pie Charts
It would be helpful to have the ability to report percentages in Analysis > Report Builder > Insights. Right now the only option for a pie chart reports on gender. The data can be manipulated to report on different information, but only outp...0
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Allow option to include or exclude the written off pledges in Campaign Analysis
When creating a list from the Analyze Fundraising - Campaigns the list created off the Top Campaigns includes pledges that have been written off. It also shows the full amount of a pledge event though it may have been partially written off.0
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Deceased Finder add columns to display
In order to be able to prioritize which records to look at the deceased finder output should have last gift date, total giving , record type (constituent, spouse , contact, event attendee)0
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Fundraising/Analyze - "Total Past Due" includes gift totals that have been terminated
I just noticed that the output for the "Total past due" list that is generated is including gifts with a status of terminated. I am not sure if on the anylyze screen, that total is excluding them though. The list generated that I exported from the...0
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Analyze: Overview - Criteria and Filters
In Analyze, I would like to see all areas in Overview updated based on the criteria selected, such as Fund Category (which I would like to see added). Currently, Donor lifecycle and a few others are looking at everything in the system even when I ...0