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.
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Jill Gerig
- Nov 29 2018
- Reviewed: Voting Open
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- +119
Related ideas
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
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.
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.
It would be great if this was available for appeals too.
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.
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.
This would be so helpful. We too add custom fields to our funds. This would be so helpful to have in the report builder.