Outstanding Proposal Report Sunsetting

Erin Gyuleseryan

Hi All,

With the Outstanding Proposal Report in database view sunsetting - what are your workaround plans? I am looking for a report to hand out to volunteer fundraisers/solicitors that includes who they've agreed to solicit & contact info.

Everyone keeps recommending PowerBI, so one day I'll have to learn how to use that. But, in the meantime, do you have an easy solution I'm overlooking?

Joe Moretti

Depending on how you set up your Proposals/Opportunities, one of the few things I like in RE NXT are the Opportunity Lists. We use these for our Funded Report and for our Three Stages of Planned, Asked and Accepted. I love Database View, but was not that crazy about the Proposal reports. but Opportunity Lists in RE NXT are really good and they can provide the same information that is in the Database View Proposal Report in a CVS file that you can turn into Excel.

Proposal in RE Database View. The colored fields we require Fundraisers to fill in.