The most recent content from our members.
Any reason why I can't query on "planned gift" gift type anymore? We have a number of constituents who have that gift type in their records and I need to be able to identify who they are? Is there something I am missing?
Hi all, I am trying to pull a query for a past fiscal year to see how many donors (and which ones, if possible) were recaptured in that fiscal year. I think it should be pretty standard but for whatever reason I am having trouble figuring out how to set it up. I am using the recapture dashboard for this current fiscal…
When running a report, the one time gift and matching gift are not totaled in the export (it used to be). Is there something we're missing? Also, matching gifts no longer appear in the record giving history box, we have to click work with gifts to view matches.
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…
HI, I think I'm having one of those days where i tend to make thing more complex than they are, and i'm missing some easy solution. I need to create a report that shows the progression of opportunities at the end of each quarter. Something like: at the end of Q1 we had 10 opps in Submitted status, at the end of Q2 3 of…
Hi everyone, my company had 31k constituents uploaded from a platform named Neon1. The data that was uploaded seems to have been simply uploaded but not in a clean, correct way. For example, relationships to organizations aren't linked, multiple profiles created for the same organization, or individuals linked to empty…
I would love to have a chat with someone who uses the RE NXT prospect module. I am looking at best practices someone is willing to share. Please email me - claudia@leuchie.org.uk - thank you!
I have this insight that I saved but it doesn't include everything that I want in it. I want to add more metrics to it but I don't know how. I want to add Opportunity Status of Closed and percentage of closed opportunities as well as new prospect movement through the cycles. Can anyone help me with that? I'm completely…
Does anyone know where the Solicitor Performance Analysis report is located in NXT (or an equivalent)? I've checked Standard Reports>Analytical Reports - no luck. We heavily rely on this report and I'm nervous it will disappear when they disappear the database view. Thanks!
I'm working on some conversion rates in Power BI; one I recently completed was the close rate, which we define as the number of actions (with a type indicating a qualified prospect) divided by the number of funded opportunities. We realized early on that because a constituent can have any amount of both actions and…
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