Gift Attributes and Gift Code available for building insights and dashboards in NXT
Dear all,
My organization uses intensively Gift Attributes and Gift Code fields to track vital information for performance and goals. Unfortunately, currently those fields are not available for building reports in NXT (in Report Builder).
Could you help us and vote for developing that functionality? That will save us a lot of hours and improve our workflow significantly.
With gratitude: Toniya Katsarov
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Toniya Katsarov
- Feb 13 2020
- Reviewed: Voting Open
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- +220
Related ideas
Gift codes are essential for us to create accurate reports using the NXT reporting tools.
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Our organization cannot switch to batching in NXT without Gift Code being available to add to new gifts, but also being able to have Gift Code as a column in the Giving History view when looking at donors' records in RE NXT.
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This is still very much needed!!!!!!
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If we are ever going to use NXT for gift entry, it is critical that we are able to enter a gift code! This is how we reconcile with our finance system. Also critical is being able to add check details and details on other forms of payment. Until this is available, we have no choice to continue using RE database view for gift entry. To add these details after the fact in database view just is not good practice!
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Commenting in support of allowing us to edit Gift Code in NXT. It's not a timesaver if we have to stop what we're doing and log into Database View after the fact to add a gift code.
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This is an absolute need. Hard to believe this wasn't already built into NXT.
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We are trying to use NXT, but there are fields missing that we need based on current usage in RE7. We need gift code added to all gift sub-types and we need check information added (check number and date) when that is used. GIFT CODE is most important at this time to add to custom fields.
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We need Gift Codes to build our planning giving report.
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a NEED! we want all our gift reports to be dashboards but unable to because of the lack of attributes available in report builder.
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Having the gift code and attributes in insights is critical to our reporting.
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I agree with others - I use gift attributes to reconcile with my finance team and I would love to be able to use NXT to report on this.
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Ideed helpful!
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yes, this would be very helpful
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Yes, Yes, 100 times YES!!!! We added a gift attribute to all of our reports at the advisement of a BB consultant to help with our reporting.... and then we can't do that in NXT!
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YES - THANK YOU! This is SUCH a pain for reporting. How this hasn't been addressed yet is unbelievable.
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Also gift date added!!! We run new donor reports and sometimes gift dates are postdated and this causes issues with clean assignments - need to use gift date added to the database to ensure all are captured...
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We'd be using this for campaigns, DAFs, CGAs and SCs- none of which can be done with current insights
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We have several clients that request this on a regular basis. Gift Codes are often used to reconcile with Finance when FE is not present.
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We cannot use the gift entry in RENXT until the attribute issue is resolved.
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I agree 100%. I'm unable to balance with our Finance Department without the use of gift attributes which allow for the financial coding for each gift.
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