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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
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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
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annalyze retention should go back more years
We would like to see more years of donor retention in the annaylze section0
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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
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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
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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) -
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
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Be able to include future dated campaigns, appeals, and funds
We set up options in the database ahead of time! Why couldn't I add a new campaign to my JustGiving specific campaign default today? Because it doesn't start until next month. That's just ridiculous. We need to be able to build things ahead of tim...0
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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