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Cash Flow functionality in Analyze
Cash Flow functionality in Analyze1
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Add links to Lists in Dashboard Builder
A dashboard puts useful information in one place. Much of that can be accomplished by Insights, but not all. It would be very helpful to add links to Constituent/Action/Gift lists to the dashboards.0
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Refresh Page should be faster
When I want to look at my reporting page, it says it could take up to four hours before the information is accurately updated. That is a ridiculous amount of time if you are wanting to keep track on a daily basis. Is there a way to quicken that pr...0
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Filter in Analyze NXT to exclude archived gifts
In NXT Analyze it is currently not possible to exclude archived gifts from reports. We archive gifts when we need to make a Gift Aid adjustment. The system then prompts you to add a replacement gift. In this instance, the replacement gift is a dup...1
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Add Last Run Date and Last Run By as columns for Queries, Reports and Dashboards to be able to see on the panel
Hi, Currently there is no way to see how "used" a report or query is unless one report at a time one goes to properties to check. Even with that. the "last run by" is not available. In the queries, the "last run" is available but according to the ...0
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Add option to include Gift Aid in Analyse reports
Like a lot of UK charities we include Gift Aid in the amount we report as revenue (this is certainly the standard in the universities sector as it is figure used in the Ross-CASE Survey), however the Analyse reports don't include it so are always ...0
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Need to edit/reschedule/cancel Insight Emails
I just discovered that you can save views of the Overview Insight to email them at regular intervals - GREAT! But I also just discovered that you CAN'T EDIT THOSE DISTRIBUTIONS once you set them up. So the only way to cancel them or change the sch...0
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Additional filters in reporting
In reporting the ability to show two years (or more) worth of data in the form of a line graph is super helpful for show comparison data. However the total revenue changes then to reflect the total years selected. It would be great if the total at...0
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Weekly Update Via Email
In the reporting tab, it would be great, if I could set up a weekly email with updated information on how much money we raised each week, with a cumulative number for the year. Currently, there is only an option to send information weekly without ...0
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High Value Actions charts should not skip weeks with 0 actions
While a shop doing what they should be doing should have weeks with 0 high value actions in it, this chart skips weeks that do, skewing the chart and the analysis. If a week had no actions in it, that needs to be called out, that's important. It s...1