Customize the Home Page

When you customize your Home page, you select which information is important for you to see when you log in each day. The choices you make here are custom to you, and once selected, you can then further configure many of the tiles. To determine if a tile can be further configured, from the Home page, look for the gear icon on the tile.

To customize your Home page, from the Home page, select Customize page.

Tip: The tile options available are dependent on your permissions. If you don't see a tile you think you should, contact your admin to review your permissions. For more information, see Home Page Permissions.

Note: The customizable Home page is currently in our Early Adopter Program (EAP) and available to a limited group of users. During this time, we will review and implement participant feedback in preparation for general availability.

Tiles

The tiles represent key data from Raiser's Edge NXT in snapshot form and enable you to drill in where necessary.

  • Add-in tiles ClosedWhen you customize the Home page, you can select to show add-in tiles. These tiles are specific to your organization and based on the applications connected to your Blackbaud environment from the Blackbaud Marketplace.

  • Appeal tracker ClosedTo help you monitor and analyze the effectiveness of your appeals, use the information on the Appeal tracker tile to quickly assess which appeals are generating the most donations and identify areas for potential improvement.

  • Campaign tracker ClosedTo help you monitor and analyze the effectiveness of your campaigns, use the information on the Campaign tracker tile to quickly assess which campaigns are generating the most donations and identify areas for potential improvement.

  • Favorite queries ClosedTo help you quickly access and execute your favorite queries, use the Favorite queries tile. Only queries you have added to your favorites are available for display on the home page. From Analysis, Query, to manage your favorite queries, select Add to Favorites or Remove from Favorites from the query’s menu.

  • Fund tracker ClosedTo help you monitor and analyze the effectiveness of your funds, use the information on the Fund tracker tile to quickly assess which funds are generating the most donations and identify areas for potential improvement.

  • Fundraiser performance ClosedTo view key fundraiser information, such as the amount of credit received in the current year, the percentage of major gifts, and high-value actions needing attention, the Fundraiser performance tile offers a concise summary of the fundraiser's performance. To quickly assess progress towards goals, understand the impact of major donations, and identify critical areas requiring focus, use the info on the tile to enable more effective management of fundraising activities.

  • Fundraising summary ClosedTo access key metrics and insights into fundraising activities, use the Fundraising summary tile to see an overview of revenue generated through various campaigns, funds, and appeals. This tile features a comparative chart showing the revenue for the current year versus the previous year to give you a clear and immediate insight into the performance and trends of your fundraising efforts.

  • My actions ClosedTo improve productivity and streamline your work, use the My actions tile to quickly access your incomplete action items. You can see and interact with your tasks, reducing the time spent navigating through the application to find important information. If you don't have any actions that meet the criteria, you can add an action from the tile.

  • Opportunity snapshotClosedTo make informed decisions and identify trends or areas needing attention, use the Opportunity snapshot tile to better understand the distribution and volume of opportunities.

  • Prospect Insights ClosedDisplays your Prospect Insight's portfolio quality. The portfolio quality shows the proportion of initial and current high potential prospects. For more information, see Get started with Prospect Insights tutorial.

  • Recent gifts ClosedTo increase visibility around latest contributions, use the Recent gifts tile to review recent gifts received in the last 7 days from constituents. This tile shows a snapshot of recent gifts, including the constituent's name, the gift amount, gift type and gift received date.

  • Updates ClosedProvides key announcements, especially when new features are released. Raiser's Edge NXT introduces new and enhanced features on a frequent basis. If you need to catch up on what you missed, you can also review a recap of recently released new features.

Quick links

Do you have favorite resources that you want to access quickly from your Home page? Add custom links, including both Blackbaud and external URLs. Enter the full URL in lowercase format and provide the display name

After you add your links, you can change the order in which they appear.

Add-in links

Add-in links on the right side of the Home page enable you to see SKY Add-ins built by Blackbaud, Blackbaud partners, and third-party developers, such as a developer at your organization, that enable you to extend the capabilities of Raiser's Edge NXT. SKY Add-ins are built as independent functionality that integrates into Blackbaud solutions. They are implemented as web applications that run external to Raiser's Edge NXT, but they are rendered to look like native Blackbaud functionality. Thus, they provide your organization the ability to customize the solution to your organization's needs. To see what SKY Add-ins are available, browse the Blackbaud Marketplace. You can even build your own SKY Add-ins using our SKY Developer tools, including low-code options.

My team

For Home page tiles listed below, you can show your fundraising team's performance.

  • Fundraiser performance

  • Opportunity snapshot

  • Recent gifts

From Customize Home page, My team, add up to 10 fundraisers to your team. To be able to set up your fundraising team, you need permission to access other's portfolios.

Tip: You may need to have your admin verify that you have the appropriate permissions. From Security, Role management, search for and edit the fundraising role assigned to the user. Under Work tasks make sure that role has Access other's portfolios selected.

Data refresh

The data you see on the Home page is not refreshed immediately upon page load. For example, for Prospect Insights, Major giving likelihood, Target gift range, and projected giving and wealth information are updated quarterly. Untapped candidates and Needs attention lists update nightly. For other dashboard tiles, the data may take up to 60 minutes to refresh, especially if the records were added within the last hour.