RE NXT Report Builder - Filter by records coded "Head of Household"?
When building report dashboards using Insights, is there a way to filter by, or only represent, records coded “Head of Household”? While I expect it is best practice to just have one family record in a portfolio, we are not currently coded that way (conversations happening) so the Report Builder dashboard counts are artificially inflated.
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@Judith Baker this discussion has been moved to Blackbaud Raiser's Edge NXT discussion forums. Thanks!
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