This feature is still desperately needed as a standard queriable/exportable field as it is incredibly important for basic prospect and portfolio management. I did discover a workaround, though it is only applicable if you are working with CSV/XLSX files and it's still clunky/inconvenient:
With a dashboard insight in NXT, you can create a table that outputs the two following fields: Prospect days in status (which is a Metric)
Prospect status is overdue (which is an attribute)
If you also include Constituent name and Constituent ID, you can save the insight, pop it into a dashboard and then download a .CSV of the insight which will now give you a list of your constituents by Name, Const. ID, a True/False if their status is overdue, and most importantly how many days they have been in their current status.
Once you have that CSV file downloaded, you can then use XLOOKUPs using the const. ID to match to other exported constituent lists. I semi-regularly export a list of assigned prospects for some fundraisers and will just do an XLOOKUP matching the data to new columns in the document.
Again, this is wholly inconvenient and quite clunky but it does work if you want the number of days a constituent has been in a current status for.
This thread was originally posted in July of 2016 - that is almost 10 years old, Blackbaud REALLY needs to make this data something that can be queried on.
Basic prospect management information!! It's already in NXT. We can all see it. It's a number RIGHT THERE. Please let us USE that number of days a constituent has been in a Status in Lists, Reports, Exports, etc. I mean...it's RIGHT THERE! :)
I agree that this field should be included in insights and report builder. It's so frustrating to see the information on the record but not be able to do anything useful with it!
Blackbaud: Enough with fancy bells & whistles that do little and FOCUS on IMPORTANT issues that actually provide something. Opportunity status number of days as well as Prospect number of days is VERY USEFUL. Does moves management actually sound like a concept Blackbaud, you know what that actually WORKS.
This is such a key piece of information for major gift work that I'm baffled why it hasn't been part of the software since the beginning. The depth of the prospect and ask management tools is what sets Raiser's Edge apart from other software products, but this is a gaping hole.
This feature is still desperately needed as a standard queriable/exportable field as it is incredibly important for basic prospect and portfolio management. I did discover a workaround, though it is only applicable if you are working with CSV/XLSX files and it's still clunky/inconvenient:
With a dashboard insight in NXT, you can create a table that outputs the two following fields: Prospect days in status (which is a Metric)
Prospect status is overdue (which is an attribute)
If you also include Constituent name and Constituent ID, you can save the insight, pop it into a dashboard and then download a .CSV of the insight which will now give you a list of your constituents by Name, Const. ID, a True/False if their status is overdue, and most importantly how many days they have been in their current status.
Once you have that CSV file downloaded, you can then use XLOOKUPs using the const. ID to match to other exported constituent lists. I semi-regularly export a list of assigned prospects for some fundraisers and will just do an XLOOKUP matching the data to new columns in the document.
Again, this is wholly inconvenient and quite clunky but it does work if you want the number of days a constituent has been in a current status for.
This thread was originally posted in July of 2016 - that is almost 10 years old, Blackbaud REALLY needs to make this data something that can be queried on.
Please include this data showing statuses and dates of statuses. It is essential for success rates etc.
Basic prospect management information!! It's already in NXT. We can all see it. It's a number RIGHT THERE. Please let us USE that number of days a constituent has been in a Status in Lists, Reports, Exports, etc. I mean...it's RIGHT THERE! :)
Please add this, along with the ability to import the status and date for a list of constituents.
Really Really need this. Why isn't this an option.
Really important. Also time in each opportunity status. The info is there!!
Sorting prospects based on when they moved into their current Status will help to prioritise which prospects need attention.
Please do this!
Totally agree - why have it as a field if you can't report on it. This would be invaluable
I agree that this field should be included in insights and report builder. It's so frustrating to see the information on the record but not be able to do anything useful with it!
Blackbaud: Enough with fancy bells & whistles that do little and FOCUS on IMPORTANT issues that actually provide something. Opportunity status number of days as well as Prospect number of days is VERY USEFUL. Does moves management actually sound like a concept Blackbaud, you know what that actually WORKS.
Why is this field not in the insights and report builder yet? There is opportunity status number of days, but nothing on prospect status.
This would be so important for us to be able to report on!
This is such a key piece of information for major gift work that I'm baffled why it hasn't been part of the software since the beginning. The depth of the prospect and ask management tools is what sets Raiser's Edge apart from other software products, but this is a gaping hole.
Please add this! This feature would be helpful as we track donors' depth of engagement at our org.
This would be extremely helpful to have this feature added in for our reports and tracking. Please add this one. Thank you!
Can we please implement this? This would be helpful for donor management.
Please add this option! We need to be able to track a date a status is added to a record as part of data exports/lists/queries, etc.
Can we please implement this? This is not helpful if we cannot utilize this for moves management.
Please add this! We're making policies based on this but can't actually export the analytics to make this useful...