Tracking recurring upgrades or downgrades?

Jeanne Fogel
Jeanne Fogel
Seventh Anniversary Name Dropper Participant Facilitator 1
in Raiser's Edge NXT Discussions

Hi- is there a way to track recurring donor gift upgrades or downgrades in an NXT dashboard or existing report?

Thanks
Jeanne

Comments

  • Lee Grisham
    Lee Grisham
    Kudos 5 Third Anniversary Name Dropper Participant

    @Jeanne Fogel There is the Donor Giving Analysis Dashboard report in database view. It can be customized depending on how you have your recurring donors recorded. It shows Repeat (not useful), Increased, New, Recovered, Decreased donors.

    I was just going through things the other day for the new fiscal year and stumbled upon it. Didn't remember I added it!

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