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Are you currently using Claude AI in conjunction with Raiser's Edge data? And if so, how? What types of outputs or reports (e.g., constituent profiles, phone-a-thon sheets) have you been able to generate using Claude AI? What use cases have you found most valuable when applying Claude AI to Raiser's Edge data? How…
We are looking to move away from Crystal Reports but are not sure what to move to. How do you create custom reports from NXT (web view only)? Do you use SKY API or something else? Are there any options other than Power BI or Tableau?
@Anthony Gallo Our finance team started using RE NXT webview posting function in Nov (how did we not notice until now is concerning), we discover GL posting data being incorrect. Our Controller opened a ticket #020716550, where it has a lot of the details. In a nutshell, we found the posting information to be incorrectly…
We just converted to RENXT about six months ago — I don't mean from RE, but from an entirely different system. We've been getting a lot of returned mail. Users are creating web view lists to generate mailing lists. This means that the preferred, starred, address is always selected. For some constituents, though, we don't…
How do you track which acknowledgement letters a donor has already received? Our organization only uses printed hand-signed acknowledgement letters that are sent by postal mail. We are new to RE NXT and need a way to look up and review the acknowledgment letters a donor has already been sent.
We have made an event and would like to produce a report that shows the Registration Fee amount and then the names of everyone who paid under that Registration Fee. Basically like the Donor Category Report but for an event. What is the best way to do this?
I just posted a question about the Unified View and realize that many people very likely asked the very same question, maybe multiple times! Is there a place where we can go to see if our question has already been asked and answered? I don't mean to clog up the space with redundant questions! Thanks!!
There are three features in the RE Database view of Gift Record screen that are extremely important to our work and wanted to confirm that there are plans to make these features available in the web view before the Database view is shut off. The ability to edit the Comment Section in the web view (the Reference Box in DB)…
In the past I've been able to run a query where I have multiple "Alumnus" constituent codes on specific records. I would then utilize the Globally Change Records arena, attach my query and select the Constituent Code to then "delete", simply hit run now and boom they'd be gone. Then I would use my same query to do the same…
Has anyone had any issues with running a cumulative giving constituent dynamic query for 2026 gift dates? We run these for several calendar year timeframes for an impact report. Prior full calendar years are running fine but anything we try to run for 2026 dates just run and run, regardless whether it's done in database or…
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