Please replace "This Year" and "Last Year" with This /Last "Fiscal Year" and "Calendar Year" to NXT Dashboard filter

Please add Fiscal Year and Calendar Year to NXT Report Builder Dashboard. Currently, the only option to be certain the dashboard is filtering on the correct "Year" is to set a specific range but then that does not update year after year. Please change the current vague "This Year" and "Last Year" dashboard/page filtering options in NXT Report Builder Dashboards to "This Fiscal Year", "Last Fiscal Year", "This Calendar Year" and "Last Calendar Year".

The current vagueness of "This Year" and "Last Year" creates many questions to veiwers, and has the potential to create an unnecessary lack of confidence in the analyses of such dashboards.

Thanks!

  • Whitney Sparks
  • Sep 2 2020
Data analysis
  • Attach files
  • Aimee Holland commented
    November 02, 2022 17:29

    Knowing businesses operate on a fiscal year, even mentioning it in Fundraising Metrics Webinars, but not giving the option to do this filter is a shame. Why is this not an option? I'm having the worst time with user adoption, especially for reporting, because the out of the box solution for NXT does not make it easy when we constantly have to update dates while looking at any reports.

    ×

    Attachments Open full size

  • Noor Azrie Petra bin Noor Azman commented
    June 21, 2022 03:29

    Could we please have this implemented for NXT?

    We have issues trying to run reports and creating dashboards. Database-view have the calendar year and fiscal year clearly defined when running reports.

    Screenshot 2022...
    ×

    Attachments Open full size

  • Barbara Martell commented
    May 07, 2021 20:45

    Yes agree! I just realized that "This Year" means calendar year on Action Insights, whereas it means fiscal year elsewhere. I shouldn't have to update the dates on all of my insights each year in order to use the fiscal year.


    ×

    Attachments Open full size

Related ideas