Workaround for Prospect Status to Calculate Prospect Status Steps overdue, days, etc.

Joe Moretti

I know this has been an issue for many in regards to RE NXT allowing you to have the number of days warning for Prospect Status, but yet not be able to report on this properly, etc. I have since been able to find a pretty good work around if you have not yet.

I have found a very good workaround that does not include Power Automate, Power Bi or any other third party app. Just plain old RE NXT. Go to Analysis/Dashboard Builder. Create a new Dashboard the Insight called Prospect Status Analysis and drag over (You can use the free Insight, do not need the pay). You will need to tinker with this (Insight is somewhat convoluted). Click on EDIT PROPERTIES when you put your cursor in the report. Click on Set it up like the following:

I also use the following filters: Date Range (and I pick all times), Fundraiser Type (the one you want to use, I use the one I created Primary Prospect Manager), Prospect status is overdue, Fundraiser Name (and I pick the fundraisers that are needed for our report and the Prospect Status (if you have this set up correctly in RE )

We also use the following Prospect Status Steps along with the Days Until Warning:

Once done and save and close. When you want the report, all you do is click on View, click the small download symbol (I use CVS) and the file opens. This is what I get and it works great for us: