Custom Dashboards in Work Center
It would be really helpful to be able to completely customize a dashboard in my fundraising work center, much like I did with the Dashboards function in RE7. For example a dashboard on recent gifts over a certain amount that are not assigned to a gift officer, or gifts to a specific event, or gifts from a specific constituency (i.e. Board). Currently there is no way (that I'm aware) in NXT to really customize the work center to best serve the gift officer's specific needs.
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- Sep 7 2017
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Related ideas
I would love to be able to export all the compents of a custom dashboard as a pdf or excel. A lot of flexibility and features were lost when Crystal Reports was taken away. The only options to generating similar reports are the dashboard and insights. The feature is great to look at on the screen, but become less useful if one cannot export or print in a way that maintains the layout.
I would love to use Insight Designer to create a custom dashboard for myself as a pastor of a church. This would give me Insights into Events w/attendance, Small Groups with participation records, Relationship managers and their portfolios, as well as all of the giving totals. It could be built to alert leaders to coming expenses, birthdays, special yearly events like conferences, as well as weddings and funerals. The information building blocks are in place, please help us to have quick access to it! Thanks so much.
I'd love to replicate the Recent Gifts dashboard from RE7 in RE NXT. Our team uses it to check what gifts came in today so they can make timely thank you calls to their donors.