Insight Designer: any way to use specific constituents?

Chris Zello
Chris Zello
Sixth Anniversary Kudos 2 Name Dropper Participant
in Blackbaud Raiser's Edge NXT®: General Discussions
When using Insight Designer, is there any way to pull in specific constituents from a query or from a Constituent List?


Ultimately I'm trying to create a dashboard that shows who has given to a specific appeal. My group doesn't have a specific Constituency Primary, so I'm thinking of using a List or multiple ConsIDs. Is this possible?


Thanks.

Comments

  • Karen Diener
    Karen Diener Community All-Star
    Tenth Anniversary Kudos 5 First Reply Name Dropper
    Just to clarify, you are trying to show a list of constituents who gave to a specific appeal, correct? You can do this in a List in webview - no need to use Insight Designer. If you save the list and make sure it is available to others, anyone should be able to see the information.


    Karen


  • Christine Adams
    Christine Adams
    Tenth Anniversary Kudos 1 Name Dropper Facilitator 1
    No!!! Unfortunately, you can only use the primary constituency which really makes no sense. So if I wanted to report on board members, I can't. As alumni is considered the primary in our heirarchy.
  • Jeannie Goings
    Jeannie Goings
    Fifth Anniversary Kudos 2 Name Dropper Participant
    Chris Zello‍ I seem to recall that this issue was mentioned during the Briefing Update April 20, 2021--being able to build an insight from a group of records. It's something that's coming? hopefully? I would definitely appreciate being able to build an insight from a group of records rather than ALL records and filtering gymnastics.

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