Report on Fund by Start Date?

Amy Schnarrenberger
Amy Schnarrenberger
Ninth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions
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
    Tom Klimchak
    Tenth Anniversary Kudos 5 Name Dropper Participant
    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!

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