NXT Dashboards - Do any come preloaded?
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
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
0
Comments
-
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!
Karen2 -
Karen,
Thanks for your answer. Lots to learn and I appreciate your information.
Lauren0
Categories
- All Categories
- 6 Blackbaud Community Help
- 210 bbcon®
- 1.4K Blackbaud Altru®
- 395 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 360 Blackbaud eTapestry®
- 2.5K Blackbaud Financial Edge NXT®
- 649 Blackbaud Grantmaking™
- 567 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 937 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.5K Blackbaud Raiser's Edge NXT®
- 3.7K SKY Developer
- 247 ResearchPoint™
- 119 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 239 The Tap (Just for Fun)
- 33 Blackbaud Community Challenges
- 31 PowerUp Challenges
- 3 (Open) PowerUp Challenge: Data Health
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 784 Community News
- 2.9K Jobs Board
- 53 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
