You should be able to view all gifts made through a specific RE NXT online donation form

It would be useful as a summary/report for donors/finance/fund managers to see a list of every donation made through a specific donation form made via RE NXT. Currently, it is possible to view the most recent 20 or so donations, so I feel like it would be quite easy to have the option to extend that view to include all donations and an easy export option would be appreciated as well.

  • Guest
  • Dec 30 2021
  • Reviewed: Voting Open
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  • Vanessa Carta commented
    26 Nov 14:17

    Agreed! This seems like fairly basic functionality that would also be useful for cross-checking that all gifts are entered properly.

  • Amanda Mogridge commented
    19 Nov 20:17

    Upvoting this again. I was told in the Online Giving product update briefing that "this isn't currently planned - I would recommend adding this to the idea bank". It's great that once the transactions are batched, the form data can be viewed on the gift record, but we want the ability to view and/or download all transactions to a form even before they are approved in a batch.

  • Admin
    Samantha McGuin commented
    02 Jul 17:14

    Moving this to Voting Open for the requested change in reporting, but did want to mention that as of last November all donations made through a form write a custom field to the gift record with the donation form name, so you could use query to accomplish this for gifts made after that date.

  • Khristie Kennedy Dennard commented
    September 06, 2023 14:40

    It would be useful as a summary/report for donors/finance/fund managers to see a list of every donation made through a specific donation form made via RE NXT. Currently, it is possible to view the most recent 20 or so donations, so I feel like it would be quite easy to have the option to extend that view to include all donations and an easy export option would be appreciated as well.

  • Audrey Morris commented
    September 02, 2022 14:05

    It would be great to have a filter option for "form", allowing you to display on a list which form was used to make the donation and filter by said form.