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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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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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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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Overview: High Value Actions
In our organization, emails are high value actions. We would like the ability to see them on the graph. It would be nice to be able to filter action types to get more detailed graph here.1
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Review and delete scheduled Dashboard report emails after they have been created.
No description provided0
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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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Add search for gifts by Check # to NXT
It would be really useful for quick reconciliation work to be able to search for gifts by check number on Raiser's Edge NXT.0
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Add Primary Constituent Code as a drop down option in Fundraising/Analyze/Funds
those who use Cons Codes as a primary query tool0
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Add Primary Constituent Code as a drop down option in Fundraising/Analyze/Overview
those who use Cons Codes as a primary query tool