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Report on Fund by Start Date?

Amy Schnarrenberger

We just transitioned to NXT in the past few weeks. One of our metrics is number of newly endowed funds that are established each year. Insight Designer doesn't offer "Fund Start Date" or anything similar to filter on. I would like to include this in our dashboard. Does anyone have a good method for reporting on this information within NXT?

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Comments

Tom Klimchak

I love Insight Designer, but yeah, the lack of fields sometimes holds you back. You're right: there's currently no way to filter on Fund Start Date...

You can however, filter on Fund Category, Fund Type and Fund Goal. If you are not currently using any of those fields I would suggest maybe "re-purposing" one of them to your needs. Maybe use a fiscal year (FY19, FY20) for a Fund Type?

When we switched to RE NXT we had to do that: switch some Fund Attributes with Fund Category for reporting purposes. It took a while, but we finally cleaned everything up.

Good luck!