Filter or Query based upon amount of time in Prospect status

Under Prospect Management in RE NXT there is a section that calculates the number of days a constituent is in a particular Prospect Status, as well as allows us to view the status history.  It would be great to be able to Query the number of days in the Database View, or allow it to be shown as a column in a List, or as a Filter option in a List.  For example, I'd like to be able to display anyone who is in a particular status over 90 days.

  • Kevin Lee
  • Jan 13 2017
  • Reviewed: Voting Open
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    • Guest commented
      05 Mar 19:00

      It is imperative that we get this into the next build. Knowing the number of days is crucial to our research if we are to use the database the way YOU designed it. Please allow us to at least QUREY and ultimately EXPORT this information.


    • Lorraine Fraser commented
      26 Feb 02:10

      Knowing the number of days in the person is in a particular Prospect Status is critical for predictive analysis. Why is this NOT available in a report? RE is expensive and a good CRM but it does require updating in line with the expectation of the users.

    • Nikki Long commented
      12 Feb 19:39

      Voted and agree! In list view, it should absolutely show the Prospect Status and the amount of time they've been in that status as detail in that column. Filtering by it and querying by it would also be a great addition relative to proper moves management.

    • Gabi Randall commented
      22 Jan 16:19

      This feature would make a huge difference with moves management! The information is stored but its not query-able so what is the point in storing the info!

    • Cassie Chilcutt commented
      15 Jan 18:34

      Please give us this! As a prospect manager, I'm always asked to report on the number of days each prospect has been living in a status.

    • Guest commented
      09 Jan 14:32

      As you can see from the votes and comments, organizations are wanting this feature! As a database manager, this is a function that is essential when doing moves management. Blackbaud is not cheap and the prices keep increasing and I feel like the service and quality continue to decrease.


    • Emily Sullivan commented
      09 Jan 14:06

      It feels like this should be a very basic functionality. If the field exists in RE, it should be a field that can easily be pulled into a query. This data is essential to effective moves management. I can't imagine this is a challenging feature to build out!

    • Joe Moretti commented
      November 12, 2024 19:07

      What was the purpose of putting how long a prospect status can be, yet cannot report or query how long someone has been in the various status. RE NXT pushes bells and whistles, but something as important as this moves management, which this would be a great tool, but alas, NOTHING for years!!!!!!! Blackbaud is not so great with helping with moves management. Just amazing on this issue!!!!

    • Laur Larsen commented
      November 04, 2024 20:24

      This is an essential feature needed so we can address portfolio movement with our advisors. Why is this going on 7 years with no results??!

    • jenna novotny commented
      October 28, 2024 20:43

      this is also urgently needed because there is no "declined date" field for opportunities/proposals, only a field for "funded date" so we need this to filter all opportunities.

    • Nicola McIlroy commented
      May 24, 2023 14:36

      Without being able to query on/extract time in status from NXT pretty much renders this information useless. Please implement this one soon!

    • Amy Levitre commented
      April 20, 2023 19:38

      People have been begging for this for 5 years. Why is this not being looked at yet?

    • Valinda Marinez commented
      April 17, 2023 23:25

      Add number of days in Prospect Status field that is available in list that I can use on portfolio list or Lists to properly manage prospects going through pipeline. Ability to use in columns and/or filter.

    • Karen Diener commented
      June 14, 2022 12:10

      This is such a key piece of information for major gift work that I'm baffled why it hasn't been part of the software since the beginning. The depth of the prospect and ask management tools is what sets Raiser's Edge apart from other software products, but this is a gaping hole.

    • Lindsay Lewis commented
      March 02, 2022 17:53

      I just ran across this thread as I was going to suggest that we add the amount of time in prospect status for reporting. Can we add this in the portfolio or even as a list option?

    • Denise Kelley commented
      February 23, 2022 16:53

      we really need this for our prospect management team

    • Jenny Mulcock commented
      February 10, 2022 02:40

      Yes, please also include it as an available field in database view so it can be included in more detailed reports/exports

    • Patience Boudreaux commented
      February 02, 2022 23:32

      This should 100% be both an addable as a column within the Portfolio List view under Work and an exportable field within queries.

    • Jodi Kohrs commented
      July 15, 2021 14:11

      This has been on ongoing issue for years in RE and I was excited to see the stage age info in NXT. But it really isn't useful if you can't report out on it. Please address this soon!!

    • Melanie Majikas commented
      April 08, 2021 17:05

      For the price point of this software, it is a bit ridiculous that this doesn't already exist.

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