Feel As Powerful As A Greek God Using RE NXT Reporting 5676

Feel As Powerful As A Greek God Using RE NXT Reporting

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Use the power ⚡ of RE NXT Dashboards to empower your fundraising team.

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My son, Benjaman, dressed as Zeus for his school's Greek Fest. Seeing him and how powerful the Zeus costume made him feel, made me realize how feel a little Zeus-like myself using the powerful reporting tools in RE NXT.

Before RE NXT, the Development Directors I work with were entirely dependent on me to continuously produce daily and weekly reports for tracking campaigns and appeals. Producing these took time each and every day, and if I weren't in the office, then the team didn't have current, up to date reports until I got back in the office. Criminy, I need to take a break now and then! 😎 🌴 Or maybe go to bbcon! 😁 🏨

Then along came RE NXT, and it gave me the power to create reports that would automatically update and be available to development directors, even if I weren't personally available to produce them on any given day.

For example, using the Reporting tool in RE NXT, I was able to set up a dashboard for the Annual Appeal showing 12 reports, summaries and visualizations. Just a few examples:
  • Summaries: Gift amount committed, Gift amount received, Pledge amount past due
  • Visualizations (bar graphs): Gift total amount by constituent code, Fund giving, Appeal giving
The team is able to view this dashboard whenever they want, from wherever they want! Development Directors are imbued with power as well, easily drilling down into the summaries and producing lists as needed, like collections contact lists. They are no longer dependent on me spoon feeding them updated data. For me and the Development Directors, that's a win-win!

Tips on how I learned how to set up dashboards:
  1. In Blackbaud University, I took courses on RE NXT, which gave me a kick start to building dashboards.
  2. In Blackbaud Community, I read discussions, blogs, including the What's New updates, and watched how-to videos other community members suggested - super helpful! (Thank you, my fellow Community members!!)
I may not have a lightning bolt to wield, but RE NXT Reporting, for me, is the next best thing! And it can be for you too! Just get into RE NXT Reporting and supercharge your reports!
News Tips, Tricks, and Timesavers! 05/13/2019 10:36am EDT

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7 Comments
This is fantastic, Stephanie Crawley‍! Keep up the good work! 
 
nice talking to oyu and thanks for sharing your insights with me. I did hit the like button just above leave a comment and hope that counts as a vote.
Sharon Rein‍  Yes, hitting Like at the bottom of the blog post is the vote button. Thank you for voting for my blog!
I put like don't see a vote button.
Great suggestions. Just be careful with those 'Zeus-like' powers....its all fun and games until someone takes a lighting-bolt to a favorite query.
Thanks Stephanie! I know my team is under-utilizing NXT. My old org didn't have NXT so I'm spending some time learning about all the new features. I love your point about giving the power to your team to get some of the data they need. 
Thank you to everyone who voted for me by hitting the Like button underneath my blog! And even if you didn't vote for me, thank you for being great Community friends all the time! (Note: If you hit the Like button at the top of the page above my blog, it won't count as a vote for my blog. It's just liking the Tips, Tricks and Timesavers page.)

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