Are we Able to Add The Avalable Account Segments to Filter Insights On?

Anthony Eberspacher
Anthony Eberspacher
Third Anniversary Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Right now, I'm only seeing the ability to filter an insight on the Account Department, Account Fund, and Account Location. I'd love to be able to filter on other parts of our account segments as these are too high level of segments in our account string to provide any real insight into our reporting. Are there any options to show reports filtered on these down the line account segments?

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  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant

    @Anthony Eberspacher Not sure this will answer your question, but within the tile, you can edit properties and near the bottom, you can select more filters that will apply to that specific tile.

  • Anthony Eberspacher
    Anthony Eberspacher
    Third Anniversary Name Dropper Facilitator 1

    @Sylvia Cook I did try to add it through that screen, but it's not an available option to select another segment of our full account string, only the fund, location, and department segments.

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