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Allow Reporting on Custom Fields (Attributes) in NXT without needing for Insight Designer
All available fields, including custom fields, should be available in Reporting, without needing an extra, paid, feature. Currently SKY Reporting does not include custom fields.10 Reviewed: Voting Open
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Include Split Amounts in NXT Analyze Gift Lists
In database view, if you run a Gift Detail and Summary report and filter on Campaigns, Appeals, or Funds the Gift Detail and Summary report automatically calculates the correct split amount based on the filters used. In NXT Analyze, if you filter ...31 Reviewed: Voting Open
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More Functionality for Fund Edit in RE NXT (Web View)
While the new features to view funds in RE NXT (Web view) are great, it would be nice to be able to edit all the tabs you would be able to in Database view within RE NXT. This would include adding and showing fund relationships, editing the fund G...3
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Move email query fields away from Phones so they are easier to find
Please make email fields their own category in query. Having them under the phone category is confusing and makes it much harder to find what you want. In addition, it takes more time to go through all of the phone options.0
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Add Relative Fiscal Year Date Filters to Query
We have "This Calendar Year", "Next Calendar Year", "Last Calendar Year", and "Calendar YTD" can we have "This Fiscal Year", "Next Fiscal Year", "Last Fiscal Year", and "Fiscal YTD"?0
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Add ability to filter by Constituent custom fields in Dashboard Builder
In Dashboard builder, we need the ability to filter by Constituent custom fields (Constituent attributes in REDV). Constituent custom fields are use for various types of segmentation (ie. category of engagement) and are key when creating reports.3 Reviewed: Voting Open
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Add an option to have custom-made dashboards emailed on a schedule
It'd be really useful if not only premade but also custom-made dashboards could be emailed on a schedule.10
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Add Distribution Transaction Code Field to Query
I love that I can now see the Distribution Cred Account Number and Project Number in the new web view Query for gifts. It would be very helpful to also be able to select the field Transaction Code under Distribution in web view Query. My organizat...0
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In Web View: Query > Criteria >+ Add another Specific Record - have the text entry cursor return to the search field after selecting 'add another Specific Record'
When using the 'One of' operator in Query > Criteria > Constituent Information > Specific Record, have the text entry cursor return back up to the new blank search field after the '+ Add another Specific Record' is selected. Currently, wh...0
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Archive/Hide Option within drop down report menu
Please include, in the drop down option, to either hide or archive reports not being used. I'm not comfortable deleting previous reports; I just want the option to hide them in case data is needed at a later date.0