Reporting on time in prospect status

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Meghan Rehbein
Meghan Rehbein
Tenth Anniversary 25 Likes 10 Comments Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Is there going to be any way to report on the length of time that prospects stay within a specific prospect status?  Right now, in order to see how many prospects haver 'overstayed' their time in a status, we need to review each individual constituent record, and look at the 'days in status' feature on the prospect managemnt tile.  


Thank you,

Meghan
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  • Kimberly Abel
    Kimberly Abel
    Ancient Membership First Comment Loyalty Badge Praiser Level 1

    Meghan Rehbein:

    Is there going to be any way to report on the length of time that prospects stay within a specific prospect status?  Right now, in order to see how many prospects haver 'overstayed' their time in a status, we need to review each individual constituent record, and look at the 'days in status' feature on the prospect managemnt tile.  


    Thank you,

    Meghan

    Yes, I agree that this would be extremely helpful!

    Kim

  • Chris Peters
    Chris Peters
    Ninth Anniversary First Comment Facilitator Level 1

    Kimberly Abel:

     

    Meghan Rehbein:

    Is there going to be any way to report on the length of time that prospects stay within a specific prospect status?  Right now, in order to see how many prospects haver 'overstayed' their time in a status, we need to review each individual constituent record, and look at the 'days in status' feature on the prospect managemnt tile.  


    Thank you,

    Meghan

    Yes, I agree that this would be extremely helpful!

    Kim

    Would like to have this available field, too.

    Chris

     

  • Jen Claudy
    Jen Claudy
    Tenth Anniversary 1,500 Likes 1000 Comments Name Dropper
    This is a feature in NXT.  Changes to the Prospect Status are logged and you can view the History, plus a nifty graph that shows a timeline.  Here's a sample snapshot (there is a "reason" field you can fill in when changing the status, which is showing here):

    ad9c4a2d9cfc6e0e5edfe1a1b90c1295-huge-ca



     
  • Meghan Rehbein
    Meghan Rehbein
    Tenth Anniversary 25 Likes 10 Comments Photogenic
    Thanks Jen - I'm trying to fin a way to use this feature for reporting - I agree, it's a great improvement!  But we need to report out on things like the average number of days a constituent spends in the 'solicitation' stage, for example.  Right now in order to get that information for a group of people, you need to manually pull up each individual record, record the numbers in a separate spreadsheet, and calculate the average in the spreadsheet, rather than having NXT do all of that for you.  The way we have to do it now takes hours and hours, for just the 500 or so constituents that are managed by fundraisers.  


    If it were on an individual basis that we needed the info, then the existing would be fine, but for aggregate statistics, there is no way to view or export the numbers.  


    Meghan
  • Jen Claudy
    Jen Claudy
    Tenth Anniversary 1,500 Likes 1000 Comments Name Dropper
    I imagine that will be coming.  Not sure when, though.  If you don't already read through the NXT Idea Bank regularly, I would suggest you do so.  Look for this Idea in there...if you find it, post a link in this thread, vote for it, and comment on it if you have something to add.  If you don't find it, add it and post the link in this thread.
  • Meghan Rehbein
    Meghan Rehbein
    Tenth Anniversary 25 Likes 10 Comments Photogenic
    There's a bunch already:

    https://renxt.ideas.aha.io/ideas/RENXT-I-351

    https://renxt.ideas.aha.io/ideas/RENXT-I-347

  • Jen Claudy
    Jen Claudy
    Tenth Anniversary 1,500 Likes 1000 Comments Name Dropper
    https://renxt.ideas.aha.io/ideas/RENXT-I-351
    https://renxt.ideas.aha.io/ideas/RENXT-I-347 
    https://renxt.ideas.aha.io/ideas/RENXT-I-575
    https://renxt.ideas.aha.io/ideas/RENXT-I-241


    Now with handy links.
  • Jennifer Vincent
    Jennifer Vincent
    Eighth Anniversary 250 Likes 100 Comments Photogenic

    Meghan Rehbein:

    Is there going to be any way to report on the length of time that prospects stay within a specific prospect status?  Right now, in order to see how many prospects haver 'overstayed' their time in a status, we need to review each individual constituent record, and look at the 'days in status' feature on the prospect managemnt tile.  


    Thank you,

    Meghan

    Currently I have an Excel spreadsheet I created by hand for each development director and a litany of formulas I use to track changes to statuses. It's very clunky, very time consuming, but it works for now. I was so excited to see the Days in Status field in NXT, but then so disappointed that it can't be viewed anywhere except on the individual's record. I have upvoted every idea I've come across, so hopefully that will be a more useful reporting feature soon. We need it as a filter in Lists, as a column field, and as an exportable data point - oooooh and maybe even a Tag. Wouldn't that be cool? Quickly create a list of all prospects with Overdue Statuses? 

  • Larry Wheeler
    Larry Wheeler
    Eighth Anniversary 100 Comments 100 Likes Name Dropper

    Meghan Rehbein:

    There's a bunch already:

    https://renxt.ideas.aha.io/ideas/RENXT-I-351

    https://renxt.ideas.aha.io/ideas/RENXT-I-347

    https://renxt.ideas.aha.io/ideas/RENXT-I-575

    https://renxt.ideas.aha.io/ideas/RENXT-I-241


    if anyone else wants to vote on them!

    Meghan

     

    Yes.  Please everyone vote for this idea.  I'm surprised this capability wasn't in the original blueprints :)

  • Maya Rabinovitch
    Maya Rabinovitch
    Ancient Membership 10 Comments Photogenic 5 Likes

    Larry Wheeler:

    Meghan Rehbein:

    There's a bunch already:

    https://renxt.ideas.aha.io/ideas/RENXT-I-351

    https://renxt.ideas.aha.io/ideas/RENXT-I-347

    https://renxt.ideas.aha.io/ideas/RENXT-I-575

    https://renxt.ideas.aha.io/ideas/RENXT-I-241


    if anyone else wants to vote on them!

    Meghan

     

    Yes.  Please everyone vote for this idea.  I'm surprised this capability wasn't in the original blueprints :)

     

    Will do!

  • Jane Covington
    Jane Covington
    Seventh Anniversary Photogenic First Comment
    Yes, I agree this would be very helpful!
  • Lindsey Humphrey 2
    Lindsey Humphrey 2
    Eighth Anniversary First Comment Facilitator Level 1

    Meghan Rehbein:

    Is there going to be any way to report on the length of time that prospects stay within a specific prospect status?  Right now, in order to see how many prospects haver 'overstayed' their time in a status, we need to review each individual constituent record, and look at the 'days in status' feature on the prospect managemnt tile.  


    Thank you,

    Meghan

    I came to the community this morning looking for a way to pull this exact report. It is really frustrating that it's only available in the profile! Not helpful at all for moves management. I will go up vote every single idea :) 

  • Jane Covington
    Jane Covington
    Seventh Anniversary Photogenic First Comment
    Would love to see this happen!
  • Cammi Derr
    Cammi Derr
    Ancient Membership 100 Comments 25 Likes Photogenic
    PLEASEEEEEE!  Let's have this already!


    And how about the tags at the top "<n> days over due"
  • Rachel Kave
    Rachel Kave
    Ninth Anniversary 100 Comments 25 Likes Photogenic
    Hi Meghan,


    Great idea-I have posted about this as well.  Found a few things on idea bank you may want to vote for.

    https://community.blackbaud.com/products/raisersedgenxt/ideas

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