Similar Reports in Database View do not match Up with RE NXT Reports

Joe Moretti
Joe Moretti Community All-Star
Kudos 5 Third Anniversary 2026 Spring PUB Raiser's Edge NXT First Reply
edited May 6 in Blackbaud Raiser's Edge NXT®: General Discussions

This seems to be an ongoing issue between the Database View vs. RE NXT and I always believe that Database View is correct and RE NXT is not. Case in point:

The difference between the Solicitor Performance Analysis in Database view vs the Fundraiser Performance in RE NXT on the home page. I noticed when I ran both reports for a fundraiser, the amounts were way off. In the Solicitor Performance Analysis report, you can choose GIFT TYPES. In the Fundraiser Performance, you can only choose between Calendar Year and Fiscal Year, soft credits and include an amount that constitutes a major gift, BUT you cannot choose a gift type, which seems bad to me. The only way I was able to get the database report to match the RE NXT report was to take out pledges and include Pay-cash, along with cash gifts. This is problematic and is this going to be taken care of down the road? I do notice that The Recognition for Giving Societies that are now in in RE NXT that was brought up in the recent Product Update allows for gift types and soft-credits, which is good. I wonder how many other new reports/dashboards/etc. in RE NXT will have this same issue though?

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Answers

  • Lee Grisham
    Lee Grisham
    Kudos 5 Third Anniversary Name Dropper Participant

    The next agent should be reporting related. It would ask those questions about what information you use at your organization and then customize the reports to match that information. Use GL Post Date instead of Gift Date? I've updated your reports to match that information. Would you like me to change the gifts that you use for Received vs Committed? Have you tried also grouping giving by quarter? So many great options for this.

  • Barb Thomas
    Barb Thomas
    First Anniversary Name Dropper Facilitator 1 Blackbaud Certified

    This is a regular frustration for me so I usually end up creating a query to get what I want. I also get frustrated that different metrics are used for the same-sounding data, even within NXT (e.g. Retained/Acquired donors in the Dashboard Builder vs. the pre-set Retention dashboard). For the amount of time it takes to determine the cause of discrepancies I can build a query instead (but it's annoying that I need to).

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