Pivot reports are great in 7.94 and 7.95 since they go directly to Excel and save the pivot report structure. But the fact that they are based on queries, that may contain duplicates is a limiting factor so only the most basic queries can be used....

We sometimes have more than one fundraiser listed on an Opportunity. For us, the first solicitor is the Primary and any others are "assisting" (because there is no field to designate fundraiser status in Opportunity). We are finding that NXT doesn...

No option to change the gift dates for overview retention LYBUNT report to calendar year dates from our pre-set fiscal year end dates. Having the gift dates field option is useful as donors tend to view their giving by calendar year.

It would be very useful to allow the users to decide upon running a given export or report whether or not they wanted deceased records included. The way it is currently set up, that has to be decided when the query is created, and we often don't w...

I use this to keep track of all the deposits and use it during my bank reconciliation. I know that the pre-post report shows all batches with detail, but a more concise list would be easier to use.

I need to be able to ONLY see, for example, proposals with a certain proposal status, or proposals with a certain date asked range, etc.

I enter business contacts as their own constituent record so that we can track what events they are invited to and if they attend. When making the business address as their primary address (which shows on the Bio 1 tab) the phone and email informa...

A report that can be ran to show what changes users have made to the database would be helpful. If it could show name of user date and changes they made such as adding notes or deleting donors.

This would help us to isolate people who have old proposals that are inactive. Currently if you query for a constituent who has active queries with old date added - i.e. queries that should be marked inactive, but weren't, the results include peop...

It would be useful to be able to setup consent defaults. This would enable the user to add standard consent settings without adding 4 separate consent options for mail, email, phone & SMS.