NXT Dashboards - Do any come preloaded?

Lauren Halterman

Hi there. We are in the process of implementing RE/NXT (coming from Salsa). I've been taking lots of training classes and have recently gotten my first set of test data and my database to play around in as well as test the data import.


I have a question about dashboards. I saw some great dashboards in training and demos but don't see any at all in my database. Do any come pre-loaded or do I need to build them all? I don't have any there so am guessing I need to build them.


I'm hoping to create a dashboard/lists/report of recent gifts that I can share with staff via email. We could do this in Salsa where we would run the report and copy and paste it into an email each morning to show previous day's gifts. In a perfect world, the staff would sign in and see this report but I know that they won't so need to make things easy for them.


Thanks from an NXT newbie!


Lauren

Karen Diener

Hi Lauren, and welcome!


There aren't really pre-built dashboards. There are two primary reporting areas in NXT, and the first is under Fundraising | Reporting. The screenshot below is the default view for Campaigns. You can filter campaigns with the drop-down fields along the top, and then save that view. In the upper right, "default view" will change to "unsaved view" as soon as you make a change in those filter fields along the top.




The second reporting area is Analysis | Report Builder. Report Builder is standard with NXT, but there is yet another reporting package called "Insight Designer" which is an additional fee. There is a little more information on each of them in this knowledgebase link. Report Builder is where you can design completely custom dashboards, which users would then be able to access under Fundraising | Reporting.


Hope that is helpful!


Karen

Lauren Halterman

Karen,

Thanks for your answer. Lots to learn and I appreciate your information.


Lauren