Add ability to filter on Fund custom fields on Gift Lists

We have created several fund attributes/custom fields that we need to be able to filter on in NXT.  Specifically, our fundraisers and their manager would like to create a list of all gifts to a specific college or department.  This would allow them to pull their own giving information for a specified date range without involving our data team to pull it for them.  These fund custom fields also need to be available in Report Builder so that we can include them in specific dashboards that we are planning to build.

  • Jill Gerig
  • Nov 29 2018
  • Reviewed: Voting Open
Data analysis / Gifts / Lists
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  • Suzie Capps commented
    November 10, 2022 14:37

    All custom fields should be included in relevant insights as a basic feature of NXT reporting and lists - including Fund custom fields on gift insights/lists and constituent custom fields on constituent insights/lists

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  • Julie Hiland commented
    May 13, 2022 15:22

    We need Fund custom field filters in both Lists and Report Builder! Large healthcare organization with multiple foundations, multiple service lines, multiple other segmentations that we have to consider when doing ANY of our reporting.

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  • Richard LeRoy commented
    March 17, 2021 21:11

    Hope this is will be in the works. It would be great if FUNDS had their own LIST and could be searched by the many attribute/custom fields and fund categories.

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  • Victoria Schonfeld commented
    October 11, 2019 15:25

    It would be great if this was available for appeals too.

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  • Thomas Klimchak commented
    January 16, 2019 13:14

    One of the biggest strengths of Raiser's Edge is the ability to create attribute/custom fields on almost any record.  We've used them EXTENSIVELY for the past 9 years, only to learn that NXT appears to completely ignore that they exist anywhere, especially on Funds, Appeals and Gifts.  Our entire staff was disappointed to learn this.  We still create almost all of our giving reports out of Database View.

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  • Maria Fernandez commented
    January 02, 2019 18:38

    We are a statewide organization and use 'fund custom fields' to filter on the funds that are assigned to a specific county. Currently we are forced to run reports out of the database view when we need those filters. 

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  • Peter Folkert commented
    December 03, 2018 15:23

    This would be so helpful. We too add custom fields to our funds. This would be so helpful to have in the report builder.

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  • +106

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