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Allow changing and saving of filters on the default dashboard overview
Most of the time we are interested in the current fiscal year view, so it would be handy to be able to set the dashboard overview default to date range of current fiscal year as the default starting point.0
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Fundraising > Reporting: Please add the filter option to exclude Deceased and Inactives from the dashboard numbers.
Similar to RENXT-I-844, it would be nice to have the option to toggle off Deceased and Inactives in the Reporting Dashboards. Right now you have to open the list and deselect the two filters (Deceased and Inactive) to get your true LYBUNT count.0
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In Report Builder, show the access level for each dashboard
When I go to Report builder, I can't see which dashboards others have access to without clicking into each dashboard's permissions. Would be great to see this at the list level on the main reporting page.0
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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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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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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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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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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