Actions Insight

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Shaun Grace
Shaun Grace ✭
Ancient Membership Facilitator 1 Name Dropper Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Does anyone know how to recreate the Actions panel from the Fund Raiser work center as an Insight? So that it would be filterable by date.


Thanks!

Shaun
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  • Margaret Williams
    Margaret Williams ✭
    Ninth Anniversary Facilitator 1 Name Dropper Photogenic
    Shaun,


    I would love to know how people solve this question as well! Thanks for asking this question. 


    Margaret Williams

    Avera Foundation
  • Kelley Atwood 2
    Kelley Atwood 2 ✭
    Eighth Anniversary Photogenic First Reply
    In the measurement area if you do a count or something you can add filters and one default filter is date, and it is Action Date.


    Hope this helps
    f51136cb7e32c58bde38ba161f3b98af-huge-ac

     
  • Shaun Grace
    Shaun Grace ✭
    Ancient Membership Facilitator 1 Name Dropper Photogenic

    Kelley Atwood:

    In the measurement area if you do a count or something you can add filters and one default filter is date, and it is Action Date.


    Hope this helps
    f51136cb7e32c58bde38ba161f3b98af-huge-ac

     

    Hi Kelley!


    I'm late seeing this, but thank you. This was very helpful.


    Shaun

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