Kylee Long, we consider them stretch goals and supplemental information, not a be all end all data source. We continue to prefer DonorSearch, which integrates into RE and unlike Prospect Insights (even the PRO version) also provides us with prospect information on businesses.

These became available to pull as a field in a List when we upgraded our contract (aka pay Blackbaud more). You be the judge on how fair that is.

Have any of you tried the new Prospect Insights Intelligent Tags and found them helpful? I am curious to hear what you all think. See note above about how they work.

I concur with this need. It's great to see a list of prospects that are undergivin or are flagged as a good prospect, but if we can't use it in a list and apply other filters, like do we have a phone, address, or email for them, it makes it hard to prioritize.

Hi everyone! For those of you using Prospect Insights, we did recently release new Intelligent Tags that will allow you to filter for prospects who are Undergiving, Untapped and Qualified from within Lists, Portfolio, etc. This means you can now export that filtered list out of NXT.

I am not going to close this idea out, because this release does not fully solve for what you all are looking for, but it is a step in the right direction. If this has been holding you back from using or enabling Prospect Insights, I encourage you to check it out, and let us know what you think. If you want to understand how they work, check out the Help for more detailed information. I hope it delivers some value your way.

I concur - we should be able to download related information from the reporting structure already in place from Prospect Insights.

It makes no sense at all that we can pull a list and then NOT be able to download it. Every list that is generated, regardless of where it is run, should be downloadable. Just convert it to a report with all applicable columns. This has seriously hampered my ability to do my job effectively if I cannot download a list of "undergiving major giving prospects".

I understand that querying by prospect fields is intended to be a purchased add-on, but I would like to point our that there is practically no point to data that we can't access in query or export. I just watched the Prospect Insights webinar and was so happy to see all of the information until I realized that there is no intention to let us create mailing lists without purchasing Power Insights Pro.

This helps users get the most value from Prospect Insights.

This is a needed feature as I have over thousands to review, and to be able to do them in bulk would save a years worth of time!

Commenting again because this is a needed feature. Our fundraisers are mainly board members and do not manage prospects within RENXT. We need to be able to have an exported list that can be distributed externally for review and assignment.

We need the ability to collect these prospects in a single export with all the data that we want to see so that we can easily filter and sort based on our own criteria.

It would be amazing to have the capability to export lists from the Portfolio > Prospect Insights tab in Raiser's Edge NXT for further review! Hoping this might be a feature included in a future update.

100% need this. Why they made it so you have to click on every single record to see what the insight is instead of letting us make a list is beyond me, especially since the webview interface is always so agonizingly slow.

Please give users the ability to EASILY create and download an Excel file of the Prospect Insights list directly from NXT. If BB creates this functionality, please let me know.

Please add this option, even if we can have the ability to create a constituent list from Prospect Insights that would be helpful. It's just not efficient to have to click into each record to learn more about the person. A list view in which you can add columns and/or export data is very much needed!!!!

Queries/Exports are essential in making this work productive. Please add this option. Marie

As it is Prospect Insights gives some interesting information, but it's useless for analytics because we can't aggregate it. I can see the intent that this is supposed to help drive action for front line fundraisers, but it just feels like all this data is being left on the table for analysts. Exporting this into a list or query would allow us to do even more fine tuning for portfolios, comparisons with other metrics, segmentation, cross referencing with a gift chart, reporting, and so on.

A lot of the suggested PI names have already been DQ or are donors due to honor/memorial gift which tend not to donate again to our organization. Having the ability to query on this or filters would be help and a time saver.