Add Filter for Opportunity Date Added in NXT Reporting
We drive our major giving through opportunities. We want to report on moves management and look at opportunity statuses and see how long they are in the pipeline by status ideally monthly. In insights you cannot filter by opportunity date added however in opportunity lists you can filter by opportunity date added. Seems like an oversight to me. Constituent date added does not work as we have continuous multiple opportunities for donors who are already in our database.
Example-my VP asks for how many opportunities were assigned in April and what are their statuses by MGO. I would like a report not a list.
-
Rachel Kave
- Apr 26 2019
Related ideas
I contacted support today for this very question. Our scenario is that we're new to utilizing Opportunities and I'm training fundraisers on how to easily report the status of their Opportunities to our VP of Development. Fundraisers are still prospecting some opportunities where an official ask hasn't been presented so the Opportunity doesn't have an ask or an expected date. In Opportunity reporting, if we're trying to provide an update on Q1 FY2024, those opportunities won't show up because there isn't a filter by added date.
I have no idea why this has not been created yet. it is an essential piece of critera and this idea has not been look at for over 4 years - almost 5.
This is a much need option. Please consider adding this functionality.
Yes. Being able to filter by Date Added is important for most record types. I use this regularly in the database view and the inability to do this in NXT is a deterrent to using NXT.