Standard Reports - Which will be available in web view?

Steve Townsend

I would like to know whether it is planned for all the existing standard reports to eventually be made available in web view. I currently use the Not Paid Report in Pledge and Recurring Gift Reports to generate monthly lists of payroll deductions to share with our finance department. It's not currently in web view or in the list of the next ones that will be migrated. If it's not to be available, I will have to find a workaround.

Karen Diener

I would recommend attending the PUB in May to learn more about the approach to migrating reports.

You could also review the Idea Bank to see if the report you need is listed as "Planned". If not, search for ideas already logged about this report and vote them up, or add your own idea if it is not represented.

Steve Townsend

Thanks, Karen. I don't see a list of planned reports in the Idea Bank, am I missing something?

Marcie Eastwood

@Steve Townsend If I'm tracking your follow-up question correctly, from what I see there are no Standard Reports in the idea bank currently marked as "Planned". The Standard Reports listed in the idea bank are broken up by specific report. Some of those are marked "Voting Open". I couldn't find the Standard Report I always use in NXT (Solicitor Performance Analysis) and when I asked if that would migrate over, it was suggested that I submit an idea to the Idea Bank for that specific report. I don't see an idea in the Idea Bank that encompasses all the Standard Reports that are currently in database view. I would jump for joy if they brought all the standard reports over to NXT. *Note: I just saw your idea for the Not Paid and I voted. Here's hoping!