Sharing Fundraising Reporting in NXT

Karen Couch
Karen Couch
Fourth Anniversary Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

I created Fundraising Reporting reports and want to have them shared with staff members. Is this possible without recreating them for every staff member?

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Comments

  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @Karen Couch - Yes, you can share a dashboard amongst multiple staff members. However, depending on the data included it may make more sense for each staff member to have their own - it depends.

    To share a custom dashboard, go into Analysis > Report Builder > Dashboard Tab > Click on Dashboard you want to share > Properties button on bottom menu > Under Access Section, determine who needs access (all users or only specific ones).

  • Marie Stark
    Marie Stark Community All-Star
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge PowerUp Challenge #3 Gift Management

    I believe they would also need rights to view Analysis Dashboards.

  • Christine Barnes
    Christine Barnes
    Second Anniversary Facilitator 1

    @Austen Brown
    Hi Austen, I am looking for help in setting up dashboards in RE/NXT for my team and also Executives. I need someone rather urgently and have posted online but wonder if there is anyone on the Blackbaud team who can assist. Thank you.

  • Mark Guncheon
    Mark Guncheon
    Tenth Anniversary Kudos 5 Name Dropper Participant

    @Christine Barnes What do you need, Christine?

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