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Add better de-dup functionality to query output
In using query, I'm receiving multiple duplicate results in my output. I know this is due to requesting criteria of Pledge Payments during my date range. I have selected "Suppress Duplicate Rows" in my options, but that is not solving my issue. I ...Planned
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Allow greater functionality to Insight Designer to allow "Same Period Previous Year" to actually be same period previous year.
As of right now, when "same period previous" year is selected on Total gift received insight, the previous year period actually shows the entire previous year fundraising not a specific date range.Reviewed: Voting Open
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More detailed exports from NXT
It would be nice to be able to export a more detailed report from NXT for mail merges. Being able to add salutations to that export would be useful. Especially since a lot of online gifts come in and doing a mass export of gifts without have to ru...Reviewed: Voting Open
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NXT fundraising dashboards gift dates
The standard reports allow to choose a specific time for reporting; this week, this month, last month, etc;. Why on earth would the dashboards not allow thisReviewed: Voting Open
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Add Fiscal Year to Date Period
I would like to see an option to use fiscal year in the time period or for the specific range to allow me to save the new dashboard using specific dates that we use for our fiscal year. I tried to create a report using the fiscal year and it would...Reviewed: Voting Open
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Ability to sort by Fund, Campaign, or Appeal in a gift list in web view.
I frequently run lists of multiple funds but want to group them by fund. You should be able to sort by fund in the list view.Reviewed: Voting Open
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Why can't NXT lists provide CUME annual giving totals?
We can see "last gift", "first gift" and "lifetime giving" but not annual cumes. It would be handy when planning annual strategy for caseloads and donors give several times a year.Reviewed: Voting Open
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Add ability to choose 2nd home or alternate address when doing a radius address search
At times we need to create a list based on a radius/address location and would like to also choose 2nd home as an address choice and not just primary as we have constituents who have homes elsewhere.Reviewed: Voting Open
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Add Relationships as a constituent list column option
Although it is impossible to filter an NXT list by relationships, we use some lists that are built on database queries which are based on relationship coding. In other words, the constituents are included on the list based on their relationships. ...Reviewed: Voting Open
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Please add an option to have Opportunities show up as a colum in Constituents List.
No description providedReviewed: Voting Open