Query- Add Filters for in Gift Summary Totals matching NXT Giving Analysis Configuration

It would be incredibly helpful to add filters under the "Summary – Total Amount of Gifts" section in NXT constituent profiles that allows users to dynamically view totals based on NXT configured Received revenue, Committed revenue, and Recognition credit.

Currently, we have to reconfigure queries or export data each time we need to view giving totals by revenue type. Having this filter directly in the profile would save time, reduce error, and make NXT gift analysis much more efficient for both frontline fundraisers and back-end reporting staff.

Impact:

  • Eliminates repeated query reconfiguration

  • Streamlines gift analysis for stewardship and portfolio management

  • Supports clearer communication of donor value across revenue types

Request:
Please add dynamic filters to the Total Amount of Gifts section in NXT profiles so users can toggle between Received, Committed, and Recognition totals without needing to build separate queries.

  • Paulina J.
  • Apr 15 2025
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