Add custom field filters for Insight Designer

For Insight Builder to be a valuable tool across our organization, we need to be abe to filter both actions and constituents by custom fields.   

  • Gary Cook
  • May 15 2019
  • Reviewed: Voting Open
  • Attach files
  • Katherine Flowers commented
    27 Feb 19:04

    Adding custom fields as a filter on Insight Designer would be a GAME CHANGER! We have a robust list of custom fields that help categorize our constituents, but my hands are tied when it comes to using this valuable information in Insight Designer. If you make one just update to Insight Designer, please make it this one!

  • George Weir commented
    23 Jan 16:37

    More than just custom fields, we'd like to see an expanded availability of database fields such as alternate name columns, aliases and addressee.

  • Janice Williams commented
    August 17, 2023 19:50

    Yes, could you wonderful Blackbaud engineers please include this in the next update of Insight Designer--as in right away! This would make our worlds rock! :)

  • Esther Priest commented
    July 11, 2023 12:06

    I agree that there's no point in using Custom Fields if they can't be reported on - and it's deeply frustrating to hear that people have been asking for this (and for numerous other improvements to the reporting function) with no progress made by Blackbaud.

  • Jon Angell commented
    June 22, 2023 10:59

    People have been asking for this for over four years! What are Blackbaud doing?


  • Suzie Capps commented
    November 10, 2022 14:29

    The ability to include Custom Fields in 'constituent' insights should be included in the Report Builder tool in NXT, not just Insight Designer. There is no point in using custom fields if they can't be reported on - this just renders them useless.

  • Julie Hiland commented
    October 03, 2022 15:14

    I was considering subscribing to Insight Designer, but it would be a waste of money if I can't use it to filter by custom fields.

  • Becky Garling commented
    September 21, 2022 22:15

    This is so needed. We use PowerBI for reporting mostly because of this limitation.

  • Katherine Flowers commented
    July 13, 2022 18:40

    Please add this! In order to show our fundraisers the data they need, I have had to take over other, unused fields on constituent records to replicate my custom fields just so I can filter them in Insight Designer. It gets confusing to keep data accurate in more than one place! Katherine

  • Victoria Schonfeld commented
    April 04, 2022 14:38

    Please! I have gift officers who want more data and I had to tell them "Sorry, I can't do this in a way that is accessible to you." If folks want to use the data, I shouldn't have to tell them no.

  • Fran Tucker commented
    February 18, 2022 00:28

    BIG missing piece in Insight Designer. Please add!

  • Kevin Schaeffer commented
    January 24, 2022 23:08

    This is a big missing piece that keeps us from purchasing the insight designer. E.g. it would be so nice to design an insight for a dashboard with how many constituents have a specific table entry for one of our custom fields.

  • Rebekah Singleton commented
    December 01, 2021 21:03

    Custom fields are kind of useless if you can't report on them! Please add this basic functionality.

  • Hayley Faba commented
    November 04, 2021 15:29

    Insight builder is incredibly limited without this feature.

  • Tony Mercadal commented
    September 24, 2021 16:05

    Please add this feature to insight designer. It is rather frustrating to have to find so many workarounds to making NXT reporting more useful (if possible at all). This one idea would make NXT reporting more robust and insight designer a much more attractive add on.

  • Guest commented
    September 24, 2021 14:01

    Please, we would love to have this feature.

  • Laura Easterly commented
    August 26, 2021 19:17

    @Justin Muraotore - could you please explain the reasoning behind your decision to not add this to the current plans for now? Not being able to utilize custom fields (as well as all fields within RENXT) reduces the usefulness of the reporting feature.

  • Justin Muratore commented
    August 26, 2021 18:44

    Changing the status of this idea to Voting Open because it’s been reviewed. While not currently planned, this will remain open for voting and future consideration as a change.

  • Katherine Flowers commented
    August 20, 2021 16:38

    We purchased Insight Designer about a year ago and I have had to create SOOOO many "work arounds" because I cannot filter on constituent custom fields. Please add this feature! It will boost Insight Designer to a whole new level of usability.

  • Mike Magee commented
    March 10, 2021 20:47

    Pleeeeeeaseeeee!!!!!!


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