Gifts by funds in NXT

Guillaume Bertrand
Guillaume Bertrand
Name Dropper First Anniversary Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

Hi! I was wondering if there's an easy way to see a constituent's gift total by funds in NXT? The gift summary is available in database view directly from a constituent's file, but I can't find a similar option for NXT.

Comments

  • Dan Snyder
    Dan Snyder Community All-Star
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    @Guillaume Bertrand Short answer is there is not anything like a table with totals in NXT. If you click on “Work with gifts” on the Giving history tile and then sort the list of that constituents gifts by fund or filter for the specific fund(s) you may be interested in, that may be the best option though not great.

  • Alex Wong
    Alex Wong Community All-Star
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    @Guillaume Bertrand
    As stated by Dan, RE NXT does not have this functionality on the webview by default.

    This can be built as a custom tile on the constituent record, but will require a bit more effort on your end (or paid for this to be created using a Blackbaud Partner or independent consultant)

    I shared a template that can easily create a custom tile on RE NXT constituent page:

    https://community.blackbaud.com/forums/viewtopic/586/69847

    with other resource available on the community, you can gather a specific constituent's gift information (if your org uses soft credit, you will need to use Query API too).

    I have done something simliar before, here's a screenshot of what it can look like.

    d8523cb3d8806e58e9b50ae6fca9b838-huge-im

    If interested in hiring an indpendent consultant, you can contact me at ffxkenshin@gmail.com

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