Lists and Analysis - cannot display or sort by vital fields that cross reference info located on different Database View tabs

Sorry if this is a duplicate, but I could not find exactly what I was searching for in the existing IDEAS. We cannot include vital fields that cross reference different database tabs.

Some basic needed lists:

  • Filter by date range, gift date and fund in order to get a name and address directory, summary of total giving by consecutive fiscal years.
  • View constituents that gave to a certain fund to see who is newly acquired/renewed (upgrade/downgrade)/lapsed
  • Filter by constituent codes to get a name and address directory, last action, opportunity ask date and ask amount, expected date and expected amount, count of actions (only on email, meeting, phone call)
  • Lists don’t show split amounts correctly when filtering on campaigns

The beauty of NXT is the self-service aspect of accessing lists of data by non-database staff members, however there always seems to be at least one filed that cannot be included in a list. For example, only Actions that include a linked Opportunity will show in Opportunity list. I continue to have to build customized queries and reports when they should be able to easily pull these up themselves.

At the very least, being able to build a List based on a DYNAMIC QUERY would be helpful.

  • xochitl nisbet
  • Jun 25 2018
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