Membership gifts, year over year (beyond last two years)

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Nate Pearson
Nate Pearson ✭
Second Anniversary Name Dropper Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion

Hi all!

We're implementing NXT and I wanted to get some experience creating a generic report. I want to look at Gifts to a particular fund (Membership), by year. The closest I can seem to find is the NXT dashboard which looks at the current year and the last two.

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How would I adjust this to look at more than the last two years? How could I get this in a pivot table form?

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  • Alex Wong
    Alex Wong ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    @Nate Pearson
    RE NXT REport Builder should have what you need as long as you don't need slicing of the data with gift attribute/custom field

  • Nate Pearson
    Nate Pearson ✭
    Second Anniversary Name Dropper Photogenic First Reply

    @Alex Wong
    I've tried putting something together in Report Builder, but I can't find a way to slice it by Gift Date. I can get it to display total giving by fund (with the Filters of ‘all time’ gift date and ‘Membership’ Funds), but I can't get it to visually display that revenue by year.

    7473d0316df7e32f4280cbafaabbfa09-huge-im

    I want a pivot table with columns for ‘Gift Date (Year)’, and ‘Revenue’. What am I missing?

  • Alex Wong
    Alex Wong ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    @Nate Pearson
    Creaste a new insight to be added to a dashboard

    914034b6dfa6f7fe2ec21c434e5719d1-huge-im

    add the fund description to the row

    then add gift amount to metrics, and make change to the filter on date to say various years (first one can be this year)

    then add gift amount to metrics again, and make change to filter on date for last year, so on and so forth

  • Nate Pearson
    Nate Pearson ✭
    Second Anniversary Name Dropper Photogenic First Reply

    @Alex Wong
    Ok, I see how you're doing that. Thanks!
    We don't have Insight Designer, unfortunately. I'll keep poking to see if I can find a workaround.

  • Alex Wong
    Alex Wong ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    @Nate Pearson
    Oh, I wasn't aware you need additional license to use Insight Designer. Maybe check with your account rep

  • Joe Moretti 3
    Joe Moretti 3 ✭
    Facilitator 2 Second Anniversary Name Dropper Photogenic

    @Nate Pearson Your best bet, use RE Database View. RE NXT is not the greatest for reporting since it is not a fully functional database. Use the Comparison & Summaries Report located in RE Database View in the Demographic and Statistical Report. There you can choose to compare 5 time periods.

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