PowerUp Challenge: Third Standard Reports Task

Cheryl Segear · April 24

@Crystal Bruce Very helpful feature! I will be able to share reports with my colleague that covers me any time I need to be out of the office! Yay Vacation!! ?

Rachel Cavalier · April 24

@Crystal Bruce
Sharing directly via RENXT is fewer steps than saving it somewhere to then share and saves time as well as being secure.

Rachel Boebel · April 24

@Crystal Bruce this will help my mentor and colleague instruct me on reports.

Rachel Kave · April 24

@Crystal Bruce The efficiency of this feature will be a game changer for us. Our database coordinator is always bombarded with requests. This will streamline her time three fold.

Marissa Stimpson · April 24

@Crystal Bruce Our team only has three people and we all have access to all the reports. We might use this on occasion, but our team tends to run different kinds of reports so I'm not sure how much we would use this. It does seem like a great way to share reports in a larger environment though!

Kim Berry · April 24

@Crystal Bruce as someone else mentioned, it took me a few minutes to find the Shared With Me section and since I'm the only one testing, I didn't have anything there. But it made me look again and then I also saw the Scheduled ‘tab’ and could see the report that I scheduled for myself earlier. As others mentioned, this could be a game changer.

Patricia Shumpert · April 24

@Crystal Bruce great resource for keeping my scheduled reports organized and being able to share with my team is a huge help.

Antanella Tirone · April 24

@Crystal Bruce As of now, I am the only person using reports in the web view, so I did not have anything under ‘shared with me’ (though admittedly it could be user error). Regardless, I can see the merit in having a shared reports tab to make it easier for the team to collaborate without needing to sift through every report type. At the moment, I am a team of 1, so I don't have anyone to necessarily share the reports with, but once my team grows, I can definitely see how this will make for a much easier time sending and sharing reports!

Margot Goldstein · April 24

@Crystal Bruce this feature again cuts out the requests. If the shared feature could extend outside of NXT and the automation generates an email with a link or a reminder that report was run…. (one can dream)

Brent Troth · April 24

@Crystal Bruce I really like that you can share reports from within the system. I also like that you can choose specifically who to share with, so that I can pull report just for specific members of our team without cluttering up other team members shared tab. I do wish they didn't automatically go away after 14 days or that we could set that time frame.

Sarah Panovec · April 24

@Crystal Bruce

The share and schedule functionality opens up a lot of possibilities for more effective communication with the team.

I created and scheduled a LYBUNT report for each of our fundraisers to report on their portfolios. This way, they can have an update on who's left in their portfolios that haven't given, plan out their touchpoints, or look to make changes in their portfolios.

Colleen Rives · April 24

@Crystal Bruce this is going to be a life saver. I will be able to manage my time better by sending a scheduled report as opposed to responding to requests that pull me away from other projects.

Elizabeth Baxter · April 24

@Crystal Bruce I love the fact that it can be shared within RE NXT! I can't even tell you how many times I have had to re-run a report because someone lost it within their email or Google Drive (if ya know, ya know!). Keeping it housed in RE NXT will hopefully eliminate some of that. I do wish we could pick how long it was shared instead of a standard 14 days but I will take what I can get at this point!

Rebecca Askew · April 24

@Crystal Bruce I can share reports with other staff to let them see fun snippet of useful data on a regular basis without me having to continue to pull and export.

Anne Urkawich · April 24

completing this task helped me find the “Shared with Me” section in Standard Reports.

Aldera Chisholm · April 24

@Crystal Bruce I love the idea of the Shared with Me section, because I can then just have the reports certain fundraisers want to see, without having to help them navigate as many steps. Great for those folks who want to login and see just the one thing they need.

Jeni Carino · April 24

@Crystal Bruce Sharing these reports keeps our team updated within financial information.

Brittany Andrews · April 24

@Crystal Bruce
Since this is a report I run often, it's great to be able to automatically share it with team members and save some time in my day!

Shirley Fuligni · April 24

@Crystal Bruce
Love this feature. This makes things so much simpler than running, exporting, emailing. Now I can just tell someone to go and grab the report that I have shared with them.

Tracey Thompson · April 24

@Crystal Bruce Thanks for this task. It made me aware of the folders at the top. I included my supervisor on the scheduled gifts report, but I'll be able to pass it on again when she can't find it!

Keith Wilson · April 24

@Crystal Bruce This was not as intuitive at first. You have to click on the “Recently Run” tab and then click on the Share button. It took me a few minutes to realize this, as I was trying to share the report from the “Reports” tab. You can “Share” from the Schedule Report task as well. So I like that you have multiple ways to share a report, either as a one-time share or via scheduled on a recurring frequency.

Nicole Riggs · April 24

@Crystal Bruce It is nice to know that you can share reports within RE NEXT and avoid adding additional emails to a colleague's inbox.

Jason Padgett · April 24

@Crystal Bruce While fairly easy to figure out, I wouldn't call this exactly intuitive. Honestly, the process is a bit cumbersome. Because I have to download reports (since automatic emailing them isn't an option yet), I may as well download them to a shared folder as opposed to use the Sharing feature in NXT. All in all, this one is a good idea, but not organic enough to make is useful.

Briget McAninch · April 24

@Crystal Bruce learned something new! You can share through scheduling or through the recently run reports.

Samuel Burk · April 24

@Crystal Bruce This feature makes it way easier to share reports instead of manually exporting and emailing.

Tracy Jones · April 24

@Crystal Bruce It doesn't really seem that helpful for our organization, as I don't currently send/share any of these reports with team members. I use multiple reports to fill in one all-encompassing tracking google doc shared with the entire team. I guess it is nice to have the option if the need were to arise.

Adrienne Cruise · April 24

@Crystal Bruce
A nice feature. Not one that I will be using as no one in my organization will look anywhere in NXT if it's not super easy - and that's not super easy or in their face. ?

Lauren Ballew · April 24

@Crystal Bruce
Sharing is nice, but doing so isn't intuitive. The Shared with me section doesn't allow me to share, and it took a few clicks to figure out that I needed to schedule the share. The sharing feature in Query and even List is much more intuitive, and I like being able to link to those. A link to the report would be much more helpful to our team.

Meghan Millar · April 24

@Crystal Bruce I like how I can share them with myself to create my own list of easily accessible reports.

Joceline HitchcoxLain · April 24

@Crystal Bruce
I like the concept, but I am unsure the how valuable it will be in execution. It is nice to know that I can find a report that was shared with me in the last two weeks that I may have misplaced.

I do wish you could choose between PDF and csv on the Recently Run tab. That way I can look at it as a CSV but can then share the PDF version with the team without needing to rerun the report.

PowerUp Challenge: Third Standard Reports Task

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