As the in-house RE NXT configuration expert with limited team training resources, poor data architecture, and low user adoption during the migration to NXT, I need to be able to (by request, at any time necessary) pull and show a list of donors who have given above a certain dollar amount to my fundraisers to show which donors we need to prioritize, and make the results accessible to fundraisers across NXT. This is important because we need to be able to see major donor gift history at a glance to aid in communications and decision-making, and make it intuitive to encourage user adoption.

Formula fields need to be filterable by funds, fund types, campaigns, campaign types, appeals, appeal types, gift types, gift subtypes, gift date, gift added date, distribution (account number, account description, project number, project number description), dollar amount committed, dollar amount received, fiscal year, and include or exclude soft credits as needed. These need to be non-duplicated, and should not require exporting and external cleanup to present to leadership.

I need to be able to simultaneously, as needed: show the raw dollar amount (in the constituent record), and split out by detail as necessary (via click in the constituent record, and by detailed display in Insights Designer).

This functionality is a baseline CRM requirement. In competitive CRMs, setup requires no coding, and is fast and intuitive to test and implement.