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Add ability to filter out Donor Soft Credit in Insights
Currently, when summing total donation amounts in RE: Insights, there is no way to specify that you only want to count hard credit. I added this because when I asked support if Insights included both soft and hard credit in donation totals, they w...0
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Make Fund Attributes an Available Filter in Insight Designer
This would mirror the method used in Raiser's Edge to group funds into specific classifications. An example is we have funds with a specific school attribute. It would be very useful to get a total of funds that received gifts for a specific perio...1
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Add goals or targets for things other than appeals, funds and campaigns
For example, we budget off the opportunities by allocation (so to be able to add numbers that the report will calculate). So I can’t reflect the goal from here. We also have “Funding Menu” So we have different programs we are fundraising for and w...0
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Update the refresh rate for Dashboards/Insights
As someone who is creating reports for our database, our Designated Officers will be running these reports at random times throughout the day, whenever needed. A 2-4 hour window for updated numbers is not only more random of when within that time ...0
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Daily Gift Report
Each Day our team sends out a daily report of gifts received, it would be nice if that was an option in the Analyze section.4 Already exists
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Expand recurring gift reporting in NXT Insight Designer
The options to report on recurring gift projections in Insight Designer is extremely limited. If we are to make the push to move more donors to recurring giving, the reporting capabilities on recurring gifts needs to be greatly improved.0
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Need a Mass Merge Plug-in Utility in RE NXT
Need a Mass Merge Plug-in Utility in RE NXT so that Users can augment our own algorithms and streamline the removing of Dups.0 Reviewed: Need Further Info
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Filter by Gift Amt in Insight Designer
I would like to create an insight showing how many gifts we receive in a certain time period based on giving amts (such as how many gifts under $1,000 did we get last month) but cannot use Gift Amt as a filter.0
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format width of of columns on Dashboards\Insight Designer
Dashboards columns are cutting off text. Would like the ability to resize columns permanently. Now each time you go into the dashboard you have to manually resize.6
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Static date filters in Analyze
In Raiser’s Edge NXT, under Fundraising > Analyze, I created an Overview called Fiscal Year 2017. When first setup the date range was from July 1, 2016 – June 30, 2017, which is our Fiscal Year. However, whenever I open this specific Overview, ...6 Planned