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Ability to print custom dashboards
We don`t have an option to print or pdf custom dashboards.Reviewed: Voting Open
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Under Analysis - Fundraising Dashboards add date range
Need to be able to pull all information retention, acquisition etc using a gift date range and not the year to date. We go off a school fiscal year.Reviewed: Voting Open
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Annual statement by gift type/category
On the annual contribution statement, it should be broken down by gift type/category, i.e. "cash," "stock," "gift-in-kind," etc.Reviewed: Voting Open
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Ablity to Filter on Individuals vs Orgs in ALL Lists including Gifts and Opportunities Lists
Essential when trying to separating pipelines for our Foundation/Corporation Relations Dept vs Indivdual Giving Dept.Reviewed: Voting Open
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Add a way to edit the email and recipients of the automatic dashboard email
The option to have emails that automatically go out with an update of the dashboard is great. However, it would also be great to edit the email of what is being sent after it is scheduled. To only have the one opportunity to do anything with that ...Reviewed: Voting Open
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Refresh static query when using it to create a list in Webview
This would be helpful since you can only use static queries to create lists in Webview and to have to open database view to refresh a query so you can view it as a list in webview is cumbersome. It would make it easier for database managers to sha...Reviewed: Voting Open
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Rename static queries without automatically running them
I was surprised to find out that you cannot update and save the naming of static queries in web view without them automatically running. “ This is a static query. After the query has been saved the system will generate keys for the records that me...Reviewed: Voting Open
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Constiuency Code Description Needed to Query
When creating a query in NXT, under Constituency, both Constituency Code & Constituency Description list only the short codes. Description needs to show the written out description of the codes. I cannot create the query I need in NXT without ...Reviewed: Voting Open
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Ratings Filter and Sort
It would be helpful if filtering on custom ratings would allow you to select more than one value or a range. It would also be nice if ratings in a list would sort by the description. Many times, our fundraisers would like to see high to low values...Reviewed: Voting Open
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Running a Query from an Excel file
No description providedReviewed: Voting Open