NXT Reports for Donor Retention, Acquisition and Recapture should be customizable by date

Within the reporting section under fundraising in NXT, there are Retention, Acquisition and Recapture reports that only show YTD as of the day you are pulling the report. This would enable better comparison for different points in the year and give more flexibility in the event that a month or year-end falls on a weekend.

  • Guest
  • Dec 2 2022
Data analysis
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  • Amanda Hatt commented
    October 19, 2023 16:43

    Customization by date range is super important, as is the option to filter by Campaign, Appeal Category and Appeal Description. Currently these reports do not allow organizations to evaluate retention except overall/generalized results.

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