Custom Insight for Dashboard - New Donor question

Hello,


I am trying to build a custom insight to add to my dashboard to capture new donors this fiscal year. Is this possible? Can you share any tips or tricks for the best way to easily gather this data? Thanks!

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Answers

  • Joe Moretti
    Joe Moretti Community All-Star
    Kudos 5 Third Anniversary 2026 Spring PUB Raiser's Edge NXT First Reply

    I am not aware of doing this in insight, but you can easily do this in Query.

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