Add additional filter options to custom Insights report builder

Lauren Schler CFRE bCREPro:

We just turned on the free 30 trial and I was in the Insights report builder tool trying to build some reports that I've created in Excel. I noticed that the tool doesn't include filter options for Gift Attribute or Fund Attribute. Are there future plans to add more filter fields to the tool? We wanted to build a report that shows giving from OnlineExpress but that isn't possible without Gift Attribute. Also, our funds have Fund attributes to show which School the funds support but without Fund Attribute, I can't report on giving by school.

I'd like to see gift dates, first gift dates, last gift date.  I've selected what I thought was a gift date, but I think it might be the date the constituent record was actually added to RE, but I'm not sure.  


My totals don't match using that field either, so I'm not sure.  I just wish that I could filter the gift dates, gift types, gift sub-types, count gifts, use gift amount ranges, etc.

From what I understand, yes, Blackbaud is working on including attributes/custom fields in the Insight Designer (and many other areas)... They've had a couple surveys go out about what people would like to see done first.... I don't remember seeing specific release dates or roadmap plans, but I know they were actively looking into them a few months ago.


I think I created something which show you pledge balance, but it's not perfect.  Here's what I did:

• I created a new Table insight.
• I dragged Pledge Installment Balance into the Measures area and chose Sum (probably automatic).
• I click Add attribute filter and chose Gift Type.  I chose Pledge, Planned Gift and Matching Gift Pledge.
• You might now see a total of all your open pledges.
• To get further detail I dragged Constituent ID and Constituent Name into the Rows area.

I'll put a quick screenshot below.  I blurred out my data, but you should get the idea.  The problem is that I can't seem to filter on only "open" pledges or pledges with a balance, so I see ALL my pledges (even all the $0 pledges).  You can sort by the Sum of Pledge Installment column to see the pledges with the largest balances at the top.




Does that help?  Or at least get you started?