In-built reporting in RE NXT for constituent changes by month

Emma DarbyshireMezzanotte

Could anybody point me in the right direction for finding in-built reports which I presume RE must have relating to the number of constituents that have been edited over a period of time, numbers of new constituents added etc?

I am needing to provide monthly reporting to my boss regarding the movers and shakers in RE and hope there is something automated I can use?

TIA

Dan Snyder

@Emma DarbyshireMezzanotte It depends a bit on your focus. If you are looking for fundraising performance (gifts, actions, opportunities, etc.) there are quite a few in the report builder area. However, it sounds like you are looking for more operations focused metrics about things like phone, address, etc updates. While there are pre-built insights for constituents added over time, that is about it in terms of out of the box metrics. Some of the hard part with counting updates comes with the fact that a record could have several updates in a month say, but if you are looking once a month, it would just show that record is updated a single time and may not be an accurate tracking of the work you are actually doing. Just some food for thought.

Christine Robertson

@Emma DarbyshireMezzanotte If you need to see all of the changes made in RE and who made them, you may want to look at Audit Trail by Zeidman Development. It has far more tracking functionality regarding specific field changes than RE has natively. I'm not sure what reports it has, but I know that @David Zeidman's team would be happy to help if you're interested in it.

David Zeidman

@Emma DarbyshireMezzanotte Happy to answer any questions you may have about Audit Trail. I may be a little delayed in answering them because of the holidays but please do get in touch via our website