Need ability to use action attributes in export criteria

Since our frontline fundraisers are using NXT to add actions and with limited fields matched to the DB view, the ability to export and use action attributes as criteria for selecting out actions would allow me to gain flexibility in reporting. 

  • Jillian Wade
  • Mar 2 2017
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  • Julie Hiland commented
    July 27, 2020 15:43

    We have limited our Action Types (for much easier data entry and cleaner reporting), and are using Action Attributes to provide additional details. Ex. If the Action Type is "Stewardship", the action attribute could be one of many different things: Pledge Reminder, Thank You Call, Stewardship Report, Annual Giving Statement, Holiday Card, etc. HOwever, EXPORT does not allow us to set the criteria on "Last Action" by the action attribute. So we cannot export out the last Pledge Reminder that they received. Please add action attributes to the criteria/parameters so that we can filter on the specific actions we wish to see exported.

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