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Sharing Fundraising Reporting in NXT

Karen Couch

I created Fundraising Reporting reports and want to have them shared with staff members. Is this possible without recreating them for every staff member?

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Comments

Austen Brown

@Karen Couch - Yes, you can share a dashboard amongst multiple staff members. However, depending on the data included it may make more sense for each staff member to have their own - it depends.

To share a custom dashboard, go into Analysis > Report Builder > Dashboard Tab > Click on Dashboard you want to share > Properties button on bottom menu > Under Access Section, determine who needs access (all users or only specific ones).

Marie Stark

I believe they would also need rights to view Analysis Dashboards.

Christine Barnes

@Austen Brown
Hi Austen, I am looking for help in setting up dashboards in RE/NXT for my team and also Executives. I need someone rather urgently and have posted online but wonder if there is anyone on the Blackbaud team who can assist. Thank you.

Mark Guncheon

@Christine Barnes What do you need, Christine?