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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
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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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Insight Designer needs the Church Management modules to create custom reports!
Church Management is a great tool, however, some of the mentality is still totally based on financial management instead of people management. Insight Designer has wonderful potential, but all of the people service tools that we took over a year t...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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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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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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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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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