Using name format from Configuration in Reports

In our configuration we have a special name format that we use for reports that include ID number and sometimes "Deceased". That is currently not an option in Standard Reports NXT. It would be nice to have this option in NXT. And if we can't have name format from confirguation in NXT, it would be nice to have the check box "include ID for individuals" like you do for "include ID for organizations."

  • Regina Dodge
  • May 21 2025
  • Reviewed: Voting Open
Reporting and Analysis
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  • Emily Marshall commented
    September 22, 2025 18:55

    Using configuration-based name formats ensures consistent and readable presentation of donor names across internal reports, which make up the majority of reporting needs. It provides flexibility to display names as "Last, First," "First Last," or include Constituent IDs, depending on the report’s purpose. Currently, achieving this requires manually adding each variation to individual records, which is inefficient and cluttered. Leveraging configurable formats would streamline the process and maintain cleaner data

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