Add date filter to Retention/Acquisition Analyze Categories

In the Analyze section - in Overview you can change the time-frame, but in Retention and Acquisition you can't change the time frame. Example - I'd like to be able to look at retention rates for FY17 (which for my org is July '16 - June '17).

  • Tamar Novick
  • Jul 11 2017
Data analysis
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  • Hillary Cote commented
    July 18, 2023 13:24

    This would be helpful. The moment the fiscal year turns over for us, the report refreshes and we lose the three year date range, as it now looks towards the new fiscal year. Thus, we can't export this report for a quick and easy report, we have to export and input our own numbers, or find a different report.

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  • Sedrick D commented
    February 15, 2023 03:14

    It would definitely be beneficial for us users to be able to include date range for Retention, Acquisiton, and Recapture reports under Fundraising > Reporting in Raiser's Edge NXT.

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  • Donna Oleniczak commented
    March 08, 2018 17:37

    I would love a date range, or even to view previous comparisons. I wanted to export info at the end of 2017 (didn't close until January of 2018) I couldn't go back to see final result for 3 year comparison of 2015, 2016, and 2017. I need to report on this for a meeting and don't know who to get these results.

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  • Guest commented
    October 06, 2017 17:22

    The current configuration filters on FY, I would like to be able to edit the dates so I can use CY when necessary. 

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