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Add Manual and Scheduled Refresh as a Standard Feature in Fundraising Dashboards
The problem: Fundraising dashboards can be hours, days, or even more than a month behind current data. Once a dashboard is accessed, it may take up to 24 hours to update (see the "Fundraising dashboard refresh message" screenshot attached). The so... -
Dashboards: Adding database view custom dashboards to NXT.
I have created several custom dashboards for our Giving Managers that I have been unable to replicate in Raiser's Edge NXT. While NXT allows me to create gift dashboards, I have not found a way to incorporate important constituent information, suc... -
Adding a filter for Fundraiser under Fundraising Dashboards
Other than the Fund & appeal category, if we can get it by Fundraisers specific, then it would be great. -
Dashboard Insights Should Refresh in Real Time
Dashboard Insights are an excellent tool for visualizing and managing information, especially for Prospect Management and fundraising activity. However, the current delay in syncing Insight data significantly limited their usefulness. For example,...Reviewed: Voting Open
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In Fundraising Dashboards, allow re-ordering of Reporting tabs across the top
Currently in Fundraising Dashboards, the Reporting tabs are defaulted to start and any new tabs are added to the right. The tabs cannot be re-ordered unless each is manually removed and then re-added. Add the ability to re-order the tabs similar t... -
Build dashboards in dashboard builder with ability to select Fund IDs as filter
Lots of discrepancy using fund type or description when trying to show revenue. Fund ID is what a lot of us uses in old database view. I know we can build a report using Fund ID but being able to show the revenue streams in bars/charts/graphs in R...Reviewed: Voting Open
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Apply insight calculations to corresponding gift lists
Calculations and Filters: Insights perform calculations based on measures, filters, and Revenue Type settings. Gift lists show the full amount of individual gifts without these calculations. Record View: Records in flyouts show the full record w...Reviewed: Voting Open
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Add "Gift Date Added" to Insight Designer and Report Builder
Since you can't create guest links to lists like you can with dashboards, we are building a daily revenue report via Insight Designer and Report Builder. We have the insight and dashboard exactly as we want it with one critical limitation - we can...Reviewed: Voting Open
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Dashboards need to deal with split gifts effectively
When viewing split gifts in Dashboards, the full gift amount is displayed instead of the split portion relevant to specific funds. This is a limitation in the Fundraising Dashboards, where the full gift amount is included regardless of applied fil...Reviewed: Voting Open
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New monthly donors are immediately showing up as retained instead of acquired
In Analysis > Fundraising Dashboards, new monthly donors are immediately showing up as retained instead of acquired. New recurring donors are never counted as acquired. This may be happening if the Recurring Gift and the Recurring Gift Payment ...
