The most recent content from our members.
I would like to know whether it is planned for all the existing standard reports to eventually be made available in web view. I currently use the Not Paid Report in Pledge and Recurring Gift Reports to generate monthly lists of payroll deductions to share with our finance department. It's not currently in web view or in…
In RE NXT (or RE 7), I'd like to build a query or report based on Opportunity Status History (Proposal Status History) to see how opportunities are changing over time, but I don't see a way to get there. Is anyone else doing this successfully and how are you building this type of report or query?
We run Financial reports in database view that are easy to download into excel spreadsheet format and they download very quickly. I am trying to run these reports i RE NXT but am finding that the reports take so much longer to run and also I only have option to run as csv or pdf. CSV does not give me totals or headers. I…
Our organization submits pre-posting reports to our finance department throughout the month for review and correction before posting to GL. Will the option to run pre-posting reports be added to web view, as it is in database view? Please!?! It's a tremendously helpful tool for catching potential errors. If not, what's the…
If you’ve ever thought, “there has to be a better way to do this in RE NXT/WV,” you’re not alone. I’ve compiled 20 RE NXT ideas focused on improving database management, reporting, and everyday efficiency. These address common friction points many of us encounter regularly. The Idea Bank depends on community engagement.…
We have a few pledges entered years back representing expected/committed revenue at the time, but for various reasons they are no longer practically relevant and we do not want payments to be applied to these pledges or for them to appear in reporting/donor analysis. We do not expect payments from these donors, or if we…
We have several past employees where process queries were established and we're still utilizing those queries to complete those processes in database view, however, when I try searching based on the "Created by" drop-down over in web view under Analysis, that user is not shown. My guess/hope is that it is because they are…
Hi - We've recently run into a situation where some records may have been altered and deleted, but can't seem to figure out who may have done it or when. Thankfully it's not catastrophic but is there some kind of audit trail of activity that happens within RENXT? So that if someone deletes a constituent record, I can see…
Hi all, I'm looking for a little guidance. My DoD looks for one metric almost daily and that's where we are today compared to the same day last year in terms of dollars raised and donors. To do this currently, he opens, edits the report periods to be today this year and the same date the previous year on two different…
Hello, Is there any reason why while creating an action list, I'm able to filter on 'Action assigned to' but I'm unable to filter on this while creating insights in the dashboard builder.
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