What's New In Raiser's Edge NXT The Week of February 4

Kimberly Coughlin

This week, Raiser's Edge NXT introduces custom insights for those outside the U.S.! It also includes other features such as the ability to move event information to a different participant (or guest), and new default field type settings for registration forms. Create custom insights (now also for those outside the U.S.).  With Insight designer, you can now create new, custom insights to include in your dashboards. Previously, this functionality was limited to customers in the United States, but it is now available for all locations.

 

From Analysis, Report builder, you can create more flexible and customized dashboards. For example, custom insights enable you to:

• Design different chart types such as tables, bar and column charts, or tree maps. For more information, see Insight Types.
  
   

• Choose which measures and attributes to use. For example, you can view totals or counts based on different criteria.

  • Constituent Measures

  • Giving Measures

  • Action Measures

  • Opportunity Measures

• Apply filters to specific measures to narrow their focus

Tip: To help get started designing custom gift insights, see Gift Insight Recipes.

With a dashboard's flexible formatting options, you can:

• Place out-of-the-box and custom insights side-by-side and adjust their sizes.

• Edit an insight's measures and attributes directly from the dashboard.

• Continue to share dashboards with others at your organization.

Note: Admins! In Control panel, Security, you can choose which roles can access Analysis, Report builder. For more information, see Report Builder Rights.

For more information, see Report Builder.

Note: If you don’t see this option, activate your free trial of Insight designer under Analysis.

Move event information to a different participant or guest. To make last minute changes to your participant list, such as when a constituent registers for an event, but their spouse attends instead, you can now easily move event information from one record to another. Similarly, you can move event information from a duplicate constituent record to the record you’re keeping.

Note: The event information includes all the details from the original participant or guest, such as their participation level, registration status, and participant options. However, it does not include payments.

From an event’s record, under Participants, select Work with participants. From the list, select Edit from a participant or guest’s menu  and then search for and select the record to switch to. For more information, see Participants.

Set default field types for all registration forms (for those with online registration forms). To save time and ensure registration forms add constituent information to your database consistently, you now only have to set the email, address, and phone types once for all your registration forms from Tools, Settings. Previously, you set them on each registration form. For more information, see Form Settings.

Tip: The constituent code mapping in Tools, Settings doesn't apply to online registration forms. To apply a constituent code to all new constituents created through a registration form, set it on the form. From an event record, under Online registration forms, edit an existing form or create a new one. Under Get Started, select Apply a constituent code to registrants.