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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.
Created 05 Jan 15:33 by Nancy Hartman
Data analysis
0
5
Vote
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.
Created 12 Sep 21:22 by Guest
Data analysis
0
4
Vote
Ability to segment the benchmarking by donation type
I would like to be able to segment regular giving out from other donation types
Created 31 Jan 21:17 by Guest
Data analysis
0
5
Vote
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...
Created 05 Jun 12:35 by Guest
Data analysis
0
2
Vote
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...
Created 04 Nov 15:30 by Michele Badame
Data analysis
0
5
Vote
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.
Created 19 Apr 20:10 by Guest
Data analysis
0
1
Vote
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)
Created 28 Apr 19:13 by Esther Moscovici
Data analysis
0
4
Vote
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...
Created 07 Sep 21:56 by Cammi Derr
Data analysis
0
5
Vote
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 ...
Created 15 Feb 20:25 by Guest
Data analysis
0
2
Vote
Add credit card type to Insights Designer / Dashboards
It would be great if we could also add credit card types to Insights / Dashboards so we can compare Visa, Mastercard and Amex transactions.
Created 30 Sep 22:58 by Monica Tamayo
Data analysis
0
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