-
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
-
Ability to count and delete multiple exports like can do with Queries
Whereas one can get a list and count of the total queries in RE, one cannot do same in Export. ONe has to go into each folder and execute a process. In the interests of managing exports, as well as queries, it would be good to have a a parallel fu...0
-
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.0
-
annalyze retention should go back more years
We would like to see more years of donor retention in the annaylze section -
Add labels to funds in pdf graphs in NXT Fundraising Analysis
The PDF generated in NXT Fundraising Analysis does not label the information on the graphs it generates making the feature useless.0
-
Recurring gift values to be included in Fundraising reports for committed revenue.
Our UK donors commonly use direct debit as the preferred method of giving. These DD are usually open ended so don't have a formal pledge value. However, in our reporting on committed gifts it would be significantly under reporting to exclude them ...0
-
The lifecycle status insight needs flexibility on how this displays depending on the fundraiser selected
Currently if you are viewing life cycle status and use a fundraiser filter, it will only display the status based on if that fundraiser was assigned on the last gift. This is useless because of DO turnover and the fact that we have voluteers solic...0
-
Additional Dashboard (Analytics>Report Builder) Permission Settings
We currently use the customizable dashboards in Analytics>Report Builder. They are fantastic! However, there are only two permissions which is to give everyone access to edit and view or only allow some people. My suggestion is if we can add on...0
-
Report Option to Show Constituent Code for the Donor at Time of Gift
I'd like to run a report comparing giving by constituency codes over time (comparing all "parent" giving year to year). It would be very helpful to have the option to view a report showing constituent codes at the time the gift was made, rather th...1
-
Review and delete scheduled Dashboard report emails after they have been created.
No description provided0