Filter by Fund ID on NXT Analyze tab

Our Fund IDs are specific to use and functional area.  For example ES001: "E" represents the College of Education, "S" says it is an endowed scholarship.  In Query this allows user to easily focus on specific types of Funds.  We often do not refer to the fund by the Description as that is something that was chosen for donor.  One company many support many scholarships to multiple colleges. Adding this to Analyze would allow fundraisers and management to focus and compare the funds that they are working with much more easily.  We have considered adding the FundI ID to the description to assist in searching but it then shows in title of the donor report.

  • Andrew Diehl
  • Aug 6 2018
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  • Peter Folkert commented
    October 08, 2019 13:26

    I am assuming this idea is for adding "fund type" as a filter to the pre-built dashboards in the reporting section of NXT. This is much needed...otherwise the pre-built reports do not work for us.