Add ability to filter on Prospect Status Start or End date in Work Center
We report regularly on 'stage ageing" with our major gift officers, eg. "You have 16 prospects who are approaching the 90 day mark in Discovery". It would be great if we could filter on Prospect Status start/end date (for each status) directly from the Work Center. That would give us a quick count to report. Thanks!
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Susanne Larsen
- Mar 29 2016
- Reviewed: Voting Open
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- +19
Related ideas
I concur, I create reports for our MGO's that reflect the number of actions for donors within certain status'. There is a big difference between someone who's been in a status for 2 months and has no actions and one that was just assigned a status. Please, Please, Please add the status date functionality.
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This feature is long overdue and Blackbaud needs to step up.
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YES!!!! Love this addition to NXT, but I need to run reports/queries/lists on this to assist with moves management!
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This is absolutely essential to our moves management process.
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Was a main selling point of NXT for us
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We would like to report on this to make sure fundraisers are moving their prospects along.
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Ditto this would help us as well!
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