-
Ability to see all lists and reports in one easy place on the web view.
Want to be able to see all created lists and reports in one place - homeade dashboard! :)0
-
Conditional List/Report/Analyze & Email Subscription
Taking the dashboard emails subscription one step further - allow users to set up criteria on lists or reports that trigger emailed notifications rather than just time periods. I saw another idea regarding new donation report, but new gifts >...0
-
Add a way of tracking who enters information in to a batch.
With the exception of creating an attribute or using notes to specify who is making changes to batches, we need some way to track who is making what changes to information. Partially for accountability and partially to see who to reach out to if a...0
-
Ability to report on different currencies
We need to have in the webview reporting dashboards, a filter where we can choose to view gifts in or from different currencies, much in the same manner that you can in reporting within RE 7/database view.0
-
RENXT Webview - View split gift information of only funds to which a user has access
We restrict a users access to certain funds for which they are responsible. When the user logs into their NXT webview account, they can't see any gift information on a constituent's card or in an analytics report for which the gift was split betwe...0
-
Opportunity overview Projection Accuracy is confusing
I think you need to explain that the Project Accuracy is based on averages from each proposal, which makes it subject to figures that don't make sense due to outliers. Perhaps switch to median. Or do the percentages based on the aggregate totals. ...0
-
Add option to select a year other than the current one in YTD and year-over-year panels in ANALYZE
YTD analysis has very limited usefulness when the year is only a few weeks or months old. Year-over year analysis for previous time periods is occasionally useful, but it is currently possible to look at only the current year in relation to the pr...0
-
Love the benchmarking tab -- need to refine compared industries
Are you able to put in a request to add animal welfare? The Blackbaud Luminate Benchmarking Study in Dec. 2017 had thirteen categories and this only has ten plus unknown. Adding three more might not be so difficult. Animal shelters are very differ...0
-
BUGS on Analyse opportunities
BUG 1: When using the Analyse Opportunities function, you click on an opportunity in the list and try to edit the opportunity in the side bar which pops up to the right. In Constituent lists it is easy to work with the data and edit in the side ba...0
-
Ability to save as list, download and export campaign or fund sub-reports
I would like to have the ability to use the sub reports (demographic reports, top donor, etc.) in campaign or fund records. This should include all or some of: save as list, download, or export.