Help building an Action Report/

Aldera Chisholm

Hi all,

I need to do an ongoing report for my fundraisers based on the date an action was completed, rather than the date the action was entered.  The standard action report under Reports in NXT would be ideal, as it is visually exactly what we need, but I don't think I can filter it on completed date.   


I know I can pull the list of these actions pretty easily in database view, but I wanted a report in NXT so that my entire team can view it on demand.  


Would appreciate any suggestions!

Laura Easterly

Try recreating the desired action report in Analysis -> Report Builder.  Once you pull an insight into the new report, you can pick "edit properties" and change the insight to be based on the date the action was completed rather than the action date field.  

Aldera Chisholm

Hi Laura,

Thanks for replying - I'll give that a shot and see if it works for me!


Cheers

Laura Easterly

Of course!  Feel free to reach out if you have any questions about creating reports.  There isn't much documentation available, so I've had to do a lot of learning by trial and error.  

Aldera Chisholm

It worked perfectly, thank you. Took me some time as my reports were being a bit quirky today - they all disappeared for a couple of hours, but they are back, and this one is great now. 

Laura Easterly

Fantastic!  I'm so glad that worked for you!  

Cassie Chilcutt

@Laura Easterly would you be able to show screen shots of how you created these insights and made this visual? Having a hard time determining what insight shows this best.

Laura Easterly

@Cassie Chilcutt
Aldera is the one who made it, I had just shared a trick for her for how to change the insight to look at action completed date instead of action date. But I'm happy to answer questions you may have if you want to shoot over an email. laura.easterly@usafa.org