Creating an Insight or any chart for Attributes

Justen Albright

Is there a way to create a chart or an insight in NXT using Lists, or attributes on constituent records? We have a giving club that we apply an attribute to each constituent who is in it, and I'd like to create a chart that shows the growth over the last 10 years and add it to an insight or create a report that shows it.

Kisha Baker

@Justen Albright attributes are not available in Insights. You can build a constituent list by adding a filter for custom fields.

Crystal Bruce

@Justen Albright discussion moved to Blackbaud Raiser's Edge NXT community. Thanks!

Spring Velazquez

@Justen Albright thank you for asking this question. We utilize attributes in the same way - and often use it to drive year end appeal reminders, for giving analysis and even class year giving challenges. I would love to know what filters are going to be provided for Insights since there are literally no comparative reports in webview right now

Christine Robertson

@Spring Velazquez Do you know if there is there an idea for this in the bank that we can vote for?

Austen Brown

@Christine Robertson - Here are a bunch, I recommend voting for all.

• Allow Reporting on Custom Fields (Attributes) in NXT without needing for Insight Designer
• Add ability to filter by Constituent custom fields in Dashboard Builder
• Incorporate custom fields/attributes made by one's organization into RENXT Insight Designer
• Adding the ability to use Reports to analyze custom fields.
• Allow constituent custom fields as filters for report builder
• Add gift attributes as a way to filter data in Report Builder
• Gift Attributes and Gift Code available for building insights and dashboards in NXT
• Add Gift attributes to List and Reports filters and outputs
  

Christine Robertson

@Austen Brown Thanks for doing the work of finding them all!

Spring Velazquez

@Christine Robertson Luckily Austen was able to do this!

Spring Velazquez

@Austen Brown