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NXT Analyze Settings - filter by gift or fund attributes
We have a great deal of gift transaction records that are actually not true gifts, but rather benefits only transactions. We need to be able to filter these out when looking at our giving analytics. We would love to able to filter by either gift o...7 Reviewed: Voting Open
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Suppress anonymous donor names in NXT reporting
We could do it in database view...but not in NXT. If a donor pledges funds anonymously, we should be able to have the name suppressed from NXT reporting lists. There is honestly no reason for us to not be able to accomplish this in NXT.1
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Add Date Asked & Date Expected as available attributes for Opportunities by campaign (Analyze Report Builder)
Please add Date Asked & Date Expected so they can be used as additional row attributes in "Opportunities by campaign", one of the Insights available in the library of Insights in Analyze - Report builder. If these two fields become available, ...0
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Be able to download results from NXT Form
When a donation is made - be able to export a list from that NXT form of all orders amde and any additional details that they included in form.0
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Option to include Soft Credits in any Reporting area
I know that you all shipped a solution in response to RENXT-I-182 back in February 2017 so that soft credits are now factored in for tags. However, there is still not an option to factor them in on any of the dashboards in Reporting which is where...9
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sort constituents by Last Name
Anywhere in NXT that is "alphabetical," the user should be able to choose to sort alphabetically by Last Name rather than First Name if desired. For example, when we create a Dashboard that is viewable by Constituent, NXT automatically sorts them ...2
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Add ability to schedule/email option for custom dashboards
We have a weekly gift detail report that is sent out. I've built a custom dashboard using a table insight to display the weekly gift information. However, the only option I have is to export it to Excel or csv format. I would like to have the same...10
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Add Fund Type to NXT Analyze (all Analyze views)
We are implementing RE. Since we participate in the VSE report, we will use Fund Category for the VSE/CFAE codes. We also base reporting on our units (colleges/departments) and need to be able to analyze all giving from this perspective - using th...10 Planned
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Add More Fields to Insight designer
Insight designer is a great tool. Although, I wish it was more like the query tool in DB view where we have access to all fields. Combined with the query tool functionality and the data visualizations, I think Insight Designer could be even more p...2
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Make Fund Attributes from Raiser's Edge Available in Insight Designer
This would allow for grouping of funds into collective groups. At our institution we have permanent endowments that disburse funds to specific units within our organization. Right now I have to identify these funds ONE AT A TIME to create the summ...2