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.
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
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.
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.
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.
Perhaps have some specific operators, as the default now seems to be "one of" in most (but not all) cases as one checks off multiple options. For example, perhaps don't have a limited "not" but a "not one of" operator instead; could also add "not blank".
I voted for this, with the caveat that it needs to operate in a meaningful way. I have had issues with "not" in database view sometimes filtering out records that have that criteria, and sometimes filtering in records that have any "not" that criteria. For example, if the criteria is Constituent Code is NOT Board Member. Sometimes those with Board Member are filtered out. Sometimes if the individual has another constituent code besides Board Member, say Donor or Former Staff, they would be filtered into the query because they had a constituent code that was not Board Member. Because of the unexpected results, I took to doing subtract queries, which is more time consuming than single queries.
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.
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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
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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.
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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
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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.
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Agreed!
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yup
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I would LOVE to pull a single gift within a certain date range. First, Last, Greatest greatly limits the information output.
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I would love to build more Power Automations based off of this option, but I can't because "not" is not an option.
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Should definitely include Is Blank and Is Not Blank too.
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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!
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Any reporting feature should include basic reporting features, including and/or options, and negations.
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It would be great to filter out the Completed Actions.
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It would be helpful.
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Please! Not one of and Not blank are crucial operators. I won't be able to use Lists on a regular basis without them.
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It would be very helpful if I could use "unassigned" as a fundraiser option in list filters.
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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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Better yet, NXT Lists should be replaced with a Query function or simply add Query on the NXT side.
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Perhaps have some specific operators, as the default now seems to be "one of" in most (but not all) cases as one checks off multiple options. For example, perhaps don't have a limited "not" but a "not one of" operator instead; could also add "not blank".
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I voted for this, with the caveat that it needs to operate in a meaningful way. I have had issues with "not" in database view sometimes filtering out records that have that criteria, and sometimes filtering in records that have any "not" that criteria. For example, if the criteria is Constituent Code is NOT Board Member. Sometimes those with Board Member are filtered out. Sometimes if the individual has another constituent code besides Board Member, say Donor or Former Staff, they would be filtered into the query because they had a constituent code that was not Board Member. Because of the unexpected results, I took to doing subtract queries, which is more time consuming than single queries.
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