RE NXT Dashboard based on Constituent Code

I noticed that there is no option to create a dashboard based on the general Constituent Code. In RE NXT, there is only option for Constituent Primary Code. One prospect can have so many different code so it's illogical to only be able to reporting on Primary Code.

  • Wynnie Le
  • Aug 18 2022
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  • Hillary Cote commented
    April 11, 2023 13:44

    This would be so helpful. We often have records with more than one code if the record has more than one relationship to our organization. For example; a person can be both an alumni (primary) and a board member. We would love to have a board member dashboard. Instead, I am using database view and pulling graphs from Excel for quarterly reports.

  • Sunshine Reinken Watson commented
    October 11, 2022 19:51

    Please allow this! It just makes sense!