Sharing Fundraising Reporting in NXT

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Karen Couch
Karen Couch ✭
Fourth Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion

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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  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    @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 ✭✭✭✭✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic

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

  • Christine Barnes 2
    Christine Barnes 2 ✭
    Second Anniversary First Reply

    @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 2
    Mark Guncheon 2 ✭
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic

    @Christine Barnes What do you need, Christine?

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