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Share live fundraising analysis with colleagues
I would love the capability to create fundraising analysis reports for my team and be able to share it with them, so they do not have to recreate it on their own NXT account. Currently all you are able to do is export the pdf and forward the data,...0
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Add Solicitor as a filter choice in Report Builder
In order for our organization to do analysis on actions or opportunities we need to be able to filter by the solicitor responsible for actions or opportunities. Right now the only filter choice is fundraiser. We often have situations where a staff...1
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Compare the revenue by fundraiser (solicitor) in RE NXT reporting to the goal they set up at the beginning of the year
Our Solicitors have set up their fundraising goals at the beginning of the year, and we would like to show those goals vs. revenue in the fundraisers dashboards of RE NXT.0
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Make it easy to see date behind report insight
It would be great to be able to see the data that is generating a particular insight in a report. For example, I am building a performance report for my fundraisers and have an insight that is supposed to show a bar chart of all asked opportunitie...0
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All Report pieces available as insights to add to a combined dashboard
I would love to see all charts/pieces from the reporting section be available in insights to make a combined dashboard for leadership to see everything in one glance instead of flipping between reports.0
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YOY rolling retention
The rolling retention dashboard is great, but it would be better if it had 12 months, and then multiple lines for multiple years, so you can compare how you did, say in June 2019 to June 2018.1
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Analyze Overview Dashboard - Add Filter for Donor Primary Constituent Code
My organization organizes its fundraising budget by donor constituent code (i.e. Individual, Corporate, etc.) and there are particular constituent codes that the fundraising department is not responsible for -- government, united way. In the RE 7 ...0
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Embed Link in Dashboard
There are websites and other pages that I would like someone to have access to. Someone can go right from the dashboard to this hyperlink, instead of having it in a textbox and needing to copy and paste it in the address bar.0
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Display an organization's relationships in insight builder
It's great to be able to display companies and organizations and their giving and action activity. But it would be particularly helpful if we could display a company's primary contact or alumni that work at a particular company inside a table/grap... -
Create custom insights in report builder.
Insight builder is a great a tool, but I think we should be able to create custom insight facts/metrics on any and all attributes of RE records/queries.