Make Constituent Code Field (not just Constituent Primary Code) available as an Insight Filter

We have many constituents with multiple constituencies, and instead of determining which constituent code is primary, we look at constituent groups separately - and not additively. So if an alumna becomes a trustee, we still want to look at her giving as an alumna as well as a trustee.  Similarly, we want to include the giving of an alumnus who becomes a parent in both groups.

  • Guest
  • Jul 8 2019
Constituents
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  • Hannah West commented
    07 Feb 14:13

    Another example use case is Volunteers: we'd like to filter insights by Volunteer, which is not a primary code in our system, so it's currently not possible. Echoing other comments that there appear to be a number of duplicate ideas on this topic. Please merge.

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  • Phil Calderwood commented
    May 10, 2023 12:09

    Agreed that this functionality would be very useful, please add it to the roadmap

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  • Hillary Cote commented
    January 10, 2023 19:00

    I export data from Donor Category Reports and Comparison & Summary Reports into an Excel sheet and use Excel graphs to mimic the graphs used in insights because I need to report on data by the variety of constituent codes on our records in the format of NXT, but using the analytics of RE7. Our constituents have more than one relationship with our organization.
    I wish that NXT was more analytical - unfortunately nobody wants to see tables anymore, and wants me to provide the visuals that comes with NXT. NXT is too simple to use the data in Raiser's Edge, so I have to do everything in Excel. The ability to analyze by constituent code would be a huge time saver, it's something I'm asked for regularly.

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  • Sunshine Reinken Watson commented
    October 11, 2022 19:53

    PLEASE do this! There are so many insights that I can't create because of the primary code restrictions.

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  • Mary DePalma commented
    December 02, 2021 15:26

    We can't get an accurate count of Alumni giving because if they are also current parents or Trustees, the parent or trustee code is the primary. So I can't get a report of alumni/ alumni reunion year giving that is accurate.

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  • Tony Mercadal commented
    September 24, 2021 16:15

    This appears to be the same idea as https://renxt.ideas.aha.io/ideas/RENXT-I-2802. Please consider merging them.

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  • Tony Mercadal commented
    September 24, 2021 15:31

    This is most definitely a key element in making insights and dashboards more useful. Hopefully this can be implemented soon.

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  • Ward Wright commented
    September 16, 2021 20:44

    Yes, for all of the above reasons! I've been banging my head against the wall trying to figure out how to look at insights for just one constituent code regardless if it's primary. i.e., Major Donors. Please fix this! My boss is after me! HELP!

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  • Jessica Bair commented
    September 25, 2020 16:22

    How this is not already a thing is beyond me. We literally can do nothing without being able to filter by ANY constituent code. SO limiting and a huge flaw in Blackbaud's analysis capabilities.

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  • Miranda DIakiw commented
    July 24, 2020 16:07

    Yes! I know this is a year old, but as a newer user to RENXT I would love to be able to create insights that filter on constituent codes OTHER than just the primary. It is very limiting.

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  • Karen Stuhlfeier commented
    June 19, 2020 13:10

    Yes! This is so important. I agree. As a school we look at constituent groups separately. We need to calculate participation for the group.

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  • +25

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