Creating profile report in NXT

Charlotte Wilson

Is there a way of creating a printable profile that pulls specific information from NXT? I know it can be done in RE (you can create a template, like a mailmerge, and then print it out for each constituent) but I haven't found its equivalent in NXT. Any pointers would be gratefully received.


Thanks in advance,

Charlotte

Dan Snyder

Charlotte Wilson‍ I think the idea of NXT is that a constituent profile in NXT puts all the information right there for you in the tiles and you can arrange them in whatever order best suits your needs. However, I know that you do not always have access to NXT or might still prefer paper so I would see if it is an idea in the idea bank or add it if not.

Charlotte Wilson

Thanks Dan,


I did point out exactly that to the Head of Philanthropy, as well as the fact that each fundraiser can alter the tiles so they get the info they want most at the top. He took that on board, which is great, but it would still be good to have a print/export to PDF option so I'll check the idea bank.


Thanks,

Charlotte