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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
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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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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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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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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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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)