The most recent content from our members.
Hi, I am working to create best practices and policies for my organization. We currently have many solicitors who are no longer working for the organization assigned to constituents and we are looking to create a clean way to pull give/get reports for Board members. Two questions: How do you determine who is a solicitor…
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…
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…
I have been asking for quite awhile about when the Solicitor Performance Analysis report would be brought over to NXT from DB. No one has been able to give me a direct answer. Our Customer Success contact said he would check on that, but we haven't heard back. I was told to create an idea for the idea bank. I did that. It…
I know this is going to trigger some database lovers, thinking of you @Joe Moretti 😉, but why is this the direction Blackbaud is going? A new What's New video just released yesterday for CFA records, linked below. I like the return to the "tabs" across the top, but I think it is still missing some essential customization…
Hi everyone, I’m looking for advice on streamlining our gift posting process. Currently, I’m manually updating each gift record by cross-referencing the BBMS Disbursement Transaction Report. It’s incredibly time-consuming to do this gift-by-gift. Does anyone have a workflow or tool to automate the posting of these gifts to…
I am running a Top Donors report for the year and need to include deceased constituents. While the system allows me to include these records, I am looking for a way to have them clearly marked on the final PDF output—similar to how 'Anonymous' and 'Soft Credit' donors are identified. Is there a built-in setting to flag…
Hello Currently YMCA handle our bulk emails through MailChimp and the integration with SmartSync records the email history on the constituents record. How do we search on NXT for the details of constituents that received these emails, and hopefully donated, without having to import a mailing history file from MailChimp…
Our database lacks the Volunteer Module. We are struggling to track our board recruitment 'moves management' pipeline (stages 1–3, etc.) in one dynamic place. 'Opportunities' feels like a stretch, and custom fields/notes/actions are too clunky. How are other orgs adapting DBV/NXT to handle this effectively?
Has anyone figured out how to build a donor giving pyramid in Dashboard Builder with the current limited attribute filters and fields that are available in Insight Builder? We currently export a standard report for our executive team which breaks down the number of constituents with annual giving at specific levels. The…
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