Filters for NXT Lists should include the option of NOT

This will give far more flexibility in being able to exclude certain criteria.

  • Paul Sinclair
  • Jul 9 2020
  • Reviewed: Voting Open
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  • Jessica Jones commented
    19 Sep 18:03

    This is an extremely important feature! This needs to be fixed to ensure functionality and ease of use. At the moment there are only AND/OR options and I have to export every list into Excel in order to filter properly. This means a longer redundant process of emailing a link to where the Excel document is instead of the Fundraiser being able to access the document within Raiser's Edge NXT.

  • Nicki Downer commented
    09 Jul 13:26

    This is a very important feature, are there any updates on rolling it out? The way lists work right now I have to manually update my LYBUNT lists every time a gift officer wants to check them, we should be able to create live-updating LYBUNT/SYBUNT lists in NXT web view! Ideally all of the complex Query logic should move from database view into web view to eliminate the need of creating static lists in order to share them with colleagues who only use web view.

  • Alberto Garciga commented
    03 May 09:17

    Having just seen the latest product developments and rollout for RE NXT to end of 2025, still lots for developers to be getting on with. Please developers don't forget with Batch to add the ability to import gift files into a batch such as Standing Orders for the UK market and full ability to validate and commit those types of payments. These are gift files originating at our UK banks. Great to hear that at last full direct debit payment processing will be coming soon to RE NXT. When is the ability to set-up and manage Campaign Ids, Fund Ids and Appeal Ids coming? This is integral for effective gift management. Developers also don't forget that in query to add the ability to quickly move criteria lines up and down using arrows, it's a must.

  • Guest commented
    20 Mar 14:06

    Most definitely - list function is far too restrictive. I always go back to queries and export because I know I can get the information I want and need that way.

  • Sedrick D commented
    01 Feb 05:50

    Would it also be possible to include filters for all fields in NXT lists? This includes Gift Comments/Reference, and other fields for constituents, opportunities etc. Currently it is very limited. Thank you

  • Susan Fountain commented
    August 09, 2023 16:06

    Also option of all... We have customs based on Attributes, Giving Societies, would like to be able to create a list for "All of these Values" In addition to any of these. That way you could find constituents that have been consecutive donors of specific giving levels.

  • Kylea Johnson commented
    April 03, 2023 17:50

    2023. Still waiting for the popular vote winner of 2020 to move from status Reviewed: Voting Open. Does BB use an electoral college or something? = P

  • Hillary Cote commented
    March 06, 2023 14:25

    Agree, this pushes a lot of work back into database view. Also, as some people have mentioned but I want to throw into the Blackbaud universe: PLEASE include Is Blank/Is Not Blank.

  • Guest commented
    December 05, 2022 19:59

    Agreed!

  • Guest commented
    October 25, 2022 20:40

    yup

  • Dana Glore commented
    October 24, 2022 16:11

    I would LOVE to pull a single gift within a certain date range. First, Last, Greatest greatly limits the information output.


  • Jen Cunningham commented
    October 10, 2022 15:52

    I would love to build more Power Automations based off of this option, but I can't because "not" is not an option.

  • Mark Lennon commented
    October 06, 2022 09:29

    Should definitely include Is Blank and Is Not Blank too.

  • Miranda Reuter commented
    August 30, 2022 14:31

    The lack of operators in web view make it far less useful than the database view. It should be updated. It seems like a no brainer!

  • Rebekah Singleton commented
    July 13, 2022 16:06

    Any reporting feature should include basic reporting features, including and/or options, and negations.

  • Tania Pinard commented
    June 14, 2022 14:47

    It would be great to filter out the Completed Actions.

  • Wayne Wideman commented
    June 02, 2022 16:17

    It would be helpful.

  • Victoria Schonfeld commented
    April 04, 2022 14:35

    Please! Not one of and Not blank are crucial operators. I won't be able to use Lists on a regular basis without them.

  • Hallie Guiseppe commented
    February 24, 2022 21:28

    It would be very helpful if I could use "unassigned" as a fundraiser option in list filters.

  • Guest commented
    January 20, 2022 14:47

    RE NXT NEED query operators in order to be truly be able to drill down on the information one needs. The ability to actually "query" rather than make "lists" is one of the main reasons I still work mostly in the database view.

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