I have been working in report builder and insight design and there doesn't seem to be the ability to filter by gift amount. I would like to create insights that can show our donors who give above $1,000.
I agree! Filtering by gift amount is necessary and is easily done in database view. How much better it would be to have a dynamic dashboard report in NXT that would list all major donors without having to create a query/export in database view.
I'm attaching a Word doc to show the type of reporting I'm looking to do that would provide a subtotal - total amount from commitments of $25K or more.
We would love to be able to represent this in a gift table since this is a great way to show that Major Gifts (for us this is $25K or more) make up the largest % of our total raised. Besides being able to do a gift table, like you can in database view reports (Donor Category Summary or Statistical Report by Gift Size) I would like to be able to have an Insight in our main Dashboard that provides the total amount from gifts of $25K or more. Please add this functionality to Insight Designer. Thanks!
Totally agree! We are trying to build a donor pyramid without having to label all our donors in order to create a dashboard on them. I want to show donors who give 1-249, then donors who give 250-1000 and there is no way to do that except in lists. I don't want to manually create this when it could be beautifully done in Insight Designer and Dashboards.
I agree! Filtering by gift amount is necessary and is easily done in database view. How much better it would be to have a dynamic dashboard report in NXT that would list all major donors without having to create a query/export in database view.
Not sure how the original design could have missed this feature as it seems really basic - it is available in Lists, why not here?
Can this idea be merged with this one? https://community.blackbaud.com/products/raisersedgenxt/ideas?_ga=2.96135004.1309067319.1639765460-1074799481.1624638709
Looks like this is a similar "idea". Can an admin merge them? -- https://renxt.ideas.aha.io/ideas/RENXT-I-1785
I'm attaching a Word doc to show the type of reporting I'm looking to do that would provide a subtotal - total amount from commitments of $25K or more.
We would love to be able to represent this in a gift table since this is a great way to show that Major Gifts (for us this is $25K or more) make up the largest % of our total raised. Besides being able to do a gift table, like you can in database view reports (Donor Category Summary or Statistical Report by Gift Size) I would like to be able to have an Insight in our main Dashboard that provides the total amount from gifts of $25K or more. Please add this functionality to Insight Designer. Thanks!
https://renxt.ideas.aha.io/ideas/RENXT-I-3928
I just voted. Please also consider voting on this similar Idea I created about creating gift tables. RENXT-I-3928
Designers, PLEASE create this! I need this desperately!!! It can't be too hard, right???
Agree!! Trying to create an annual giving dashboard and need a gift amount filter
Totally agree! We are trying to build a donor pyramid without having to label all our donors in order to create a dashboard on them. I want to show donors who give 1-249, then donors who give 250-1000 and there is no way to do that except in lists. I don't want to manually create this when it could be beautifully done in Insight Designer and Dashboards.
Agreed! I have been asked to design campaign reports based around certain giving thresholds and this is impossible without a gift amount filter