Add "use pledge balance instead of pledge amount to NXT reports".
It's hard to create a report that matches the Gift Detail & Summary Report in NXT when doing reporting if you would like to include pledge balances in your total. If you add pledges to your gifts being counted in NXT if then double counts the pledge as a whole with payments made against the pledge. There is no way report on the balance in NXT creating inaccuracies in the comparison.
-
Liz Steward
- Jan 27 2021
Related ideas
Not being able to use pledge balance makes every single gift dashboard in NXT useless. "Committed" in the mind of everyone including the Board means "what is left to come in addition to what we have in bank"
Attachments Open full size
Similar ideas. They all need to happen yesterday. Vote for them all if you see this.
https://renxt.ideas.aha.io/ideas/RENXT-I-510
https://renxt.ideas.aha.io/ideas/RENXT-I-3027
https://renxt.ideas.aha.io/ideas/RENXT-I-3208
https://renxt.ideas.aha.io/ideas/RENXT-I-2829
https://renxt.ideas.aha.io/ideas/RENXT-I-2697
https://renxt.ideas.aha.io/ideas/RENXT-I-891
Attachments Open full size
I find reporting in NXT so much simpler in this aspect because you can confiquire the types you want to use for Committed & Received Revenue.
Attachments Open full size