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Apply Lifecycle Analysis to a list
I often get asked "who are these donors" in a group of people. Are they new? Are they lapsed? Are they inactive? And the analysis tool would be a much easier way of saying "Here's the list, and here's where the people in this list fall in the dono...0
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Gift schedule / installment schedule on Analyse
It would be extremely useful if we had the ability to include pledges/gifts scheduled for within the dates selected in the date filter. IE if I filter by gifts committed on Analyse, I would LOVE the option to include only those that are actually d...0
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Manual metrics for insights/dashboards
It would be helpful to be able to calculate manual percentages of revenue and cash (gifts received) for our organization. I.E. I would like to see 15% of all of X funds to show, but that is not currently an option.0
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Report Showing Scheduled Reports out of NXT
i.e. Appeal Dashboard reports... to be able to edit reports and stop distribution. Also, it is good to be able to see what reports are scheduled or previous reports no longer issuing0
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Add "gift listing by constituent" (similar to "pledges by constituent") as an insight for reporting
It's great that RE users can click into insights like "Gift Amount Received" and see the breakdown of gift details (e.g. constituent name, gift amount, etc.). However, if I want to send a report on gifts to NON RE users, then this is useless, as n...0
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Group funds into categories
We have a huge list of funds, including some that we do not need to include in most of our reports. In order to make sure everyone is consistent with what they use to pull our gift reports, it would be nice to have all of our funds grouped in a wa...0
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Ability to determine if a Custom Insight is in use on a dashboard
For those of us with lots of custom insights in use across multiple dashboards, it would be helpful to see what dashboard(s) a custom insight is currently a part of. This is especially important since changing the insight can result in unintended ...0
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Make "Clear All" actually clear all when defining Insight filters
When you are adding filters to an an insight, the default is for all of the options to be checked, and "Clear All" only clears the checkmarks from the page that you are currently viewing. I frequently need to go through 15 pages and clear them ind...0
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Expand number of Funds in "Top 10 Funds" Report
I really like the built in dashboards under Fundraising|Reporting|Funds and especially the idea behind the Top 10 Funds dashboard. This is invaluable info for our fundraisers to know what goals have been met and which ones haven't. However, we hav...0
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Need to be able to email a dashboard or a view (like in Fundraising/analyze/overview) to another person instead of just me.
Some people do not have access to RE or FE nxt and we do not want to open it up to them. If we were able to email to them (instead of sharing), it would make my life easier. Please see Blackbaud Case 13864080. Thank you!0