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Excluding projects with no activity from Account Analysis report
The current Account Analysis report includes projects with no activity within certain period of time. The report, as a result, becomes extremely big requiring additional effort to sort.0
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Gift Projected Amount by Source Insight
Have an option to include Gift Aid and don't include Write offs. As at the moment it is useless.0
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Invoice request added to GL once submitted- before approval
Once you enter an Invoice request- before approval, to have it appear in the corresponding GL. This would give accurate GL reflection especially at the end of the month. Right now when entering items, if they are not approved before month end, the...0
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Be able to click on categories from Donor Giving Analysis to get list of donors in category
This would be extremely useful as a report for year end to see how we can cultivate and steward those donors. I am sure there are multiple reports/queries that could be ran to get this information but it would be nice to just be able to click.0
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Add latest gift date to summary for fund in fund queries
I want to run a query of all funds, with the last time a gift was made into that fund for cleanup purposes. I know we shouldn't have so many funds but here I am! I can only get the latest gift amount, not date, which is very frustrating! The alter...0
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Add #solicited field to web view Appeal record
It would be great to see information on the web view appeal record including # of people solicited as well as # of donors0
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Ability to "pin" numeric data on the graphs within reports and dashboards...
Tableau, Power BI and most visual graphic pkgs allow you to pin key data on to graphs. Not everyone wants to take the time to draw a line from the axis to approximate the numbers. The hover feature is fine if you are actually on the NXT interface,...0
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Allow multiple constituencies for a donor on Giving Dashboard
This would allow the accurate tallying of donors by constituency for a campaign, etc.0
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Analyze refresh time and List refresh time off the top campaigns graph data should match
The Campaign - Analyze refreshed as of X hours ago does not match the as of X minutes ago that appears on the list of gifts in the campaign. Unable to reconcile the two if they aren't in sync.0
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Allow query filter for Report Builder
Certain database view reports and exports allow filtering on campaign, fund, etc. as well as a query that defines all the desired criteria.0