Membership Dashboard/Reporting in RENXT Web View Not Available

In NXT(web view), Membership is not a filter you can choose from when creating a dashboard. It is also not available in insights. There are no list options for Membership available. There are no Membership specific reporting options available in NXT(web view). You can only create reports or dashboards in the database view. This is a severe limitation for the frontline fundraisers and other users that do not have access to the database view. We need to be able to have these reporting/dashbaord options available in the NXT web view as well. Can we have reporting/dashboard creation options for Memberships in NXT(web view)?

  • Sherani Weatherington
  • Jan 11 2024
  • Reviewed: Voting Open
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  • Katie Emerick commented
    04 Aug 12:30

    My org is adopting memberships for a museum later this year. I must have a way to accurately and easily provide reporting to executives, development and marketing. Something that allows them to see, at a glance, how this new (huge) initiative is doing. Without relying on me to come up with a complex query and ad-hoc exports.

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  • Sunshine Reinken Watson ⭐Community All-Star commented
    29 Jul 18:42

    Membership reporting and dashboards are important. Please plan these features!

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