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Use a fund or appeal category to pull in all funds and appeals including inactive
For lists it would save a lot of timeReviewed: Voting Open
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Allow option to add sort name to standard reports
While the new standard reports in webview are superior in the ability to create as .csv files, the donor name exports as first name last name in a single name field. It would be more useful to have the option to export first name and last name as ...Reviewed: Voting Open
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Filter by Solicitor in Analyze (NPI)
Add the ability to analyze in the NPI by filtering on Solicitor Name and/or Type. This would allow fundraisers to see their own performance and managers to keep a track of the performance of their fundraisers.Reviewed: Voting Open
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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...Already exists
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Adding Seasonal Addresses and removing Invalid Addresses from NXT lists
My boss is asking for a list of Florida constituents and wants seasonal addresses added to a specific radius of donors. NXT can pull the radius but cannot pull Seasonal or remove Invalid. That means the list will always be inaccurate.Reviewed: Voting Open
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Add date filter to Retention/Acquisition Analyze Categories
In the Analyze section - in Overview you can change the time-frame, but in Retention and Acquisition you can't change the time frame. Example - I'd like to be able to look at retention rates for FY17 (which for my org is July '16 - June '17).Reviewed: Voting Open
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Filter by GL Post Date and Status in Analyze
We often have to run reports by both Gift Date and Post Date to see differences with our financials. Being able to see this in Analyze would be very beneficial to our Executives and Development teamReviewed: Voting Open
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Ability to create list of funds
It would be nice to create list just as in the database view we can search by funds.Reviewed: Voting Open
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Make "Total Years Giving" an exportable field in NXT
In Raiser's Edge NXT you can see "Years Giving" under the giving tab for each individual constituent but cannot add years giving in an export. Please add an option to pull total years giving as an option for both your gift and constituent exports....Reviewed: Voting Open
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Running query for international countries not displaying long name
The Country code is displaying on the queries and not the long country name. Set up in database view to display long name however when running a query in NXT is shows the abbreviated country code.Planned