-
Insight Designer templates for CASE survey monitoring and reporting
Establish templates in Insight Designer that provide data for CASE Support of Education and CASE Alumni Engagement Surveys This would facilitate monitoring and reporting0 Reviewed: Voting Open
-
Ability to import an excel list into NXT lists
There are so many times where I have an excel sheet that I've exported from the database, identified the records that I need make changes to, then have to go back and search each individual constituent to make those necessary changes to their reco...4 Reviewed: Voting Open
-
single report which includes both donation form data and financial reconciliation data
Our finance team is asking for a more complete report as the present report available to them through BBMS is not adequate for their needs. Without the complete information (both donation form data and financial reconciliation data) in one report ...0 Reviewed: Voting Open
-
Filter for inactive funds, campaigns, appeals under Analyze
If funds, campaigns and appeals are inactive, usually, we do not want to see them in reports/dashboards. Would it be possible to add an option to exclude them (like we do in database view).3 Reviewed: Voting Open
-
Gifts by date filter in NXT// This month to last month comparisons
We want an additional filter for the reporting tab allowing us to filter each box in our created report by a date range separate from the system.1 Reviewed: Voting Open
-
Add a one-button option to refresh or re-run a query in web view
Query in database view allows you to quickly re-run results by clicking the "run" button. This is a feature that is also needed in web view. I often use query results to work through a list of changes, and the "run" button allows me to see what is...2 Already exists
-
Add Filter for Gift Type in reports - specifically Retention
Sometimes you want to analyze your reports by gift type because your coding doesn't isolate just recurring gift donors.0 Reviewed: Voting Open
-
Provide a maintenance tool for NXT Lists
Now that we have been using RE NXT for a few years, we are accumulating a long list of saved constituent lists that we no longer use. There doesn't seem to be any way to delete unused, other than to open them and delete them while they are open. W...1 Reviewed: Voting Open
-
Please add maiden name to the columns list.
No description provided4 Reviewed: Voting Open
-
Add "Gift Status" as a field for Reporting, Insight Designer
Without the Gift Status field, we cant know how many Active Regular Gifts we have. This is quite a basic question and we need an easy to access answer. We can find this out in Database View very readily, but most of our users are far more comfor...2 Reviewed: Voting Open