Standard Reports

Note: Don’t see this? Expect its wider release in a future update.

Tip: We're adding report features from database view to web view. To track details, see Reports to Web View.

Use Standard reports to view, edit, export, and run reports in Raiser's Edge NXT. For example, you can use reports to track the effectiveness of your actions or to identify details about constituent giving.

  • Under Reports, you can view all existing reports by report category, regardless of who created them. For more information, see Report Categories.

    Tip: To filter the list of reports to only those you created, select Only show my reports.

  • Under Recently run, you can view reports run over the past seven days and share or export results.

  • Under Shared with me, you can view report results shared with you by another user.

To locate a specific report quickly, search the list. If you don't recall the full report name when you search, use a partial name.

Tip: To specify information that displays, select Columns, choose details to include, and select Apply changes. To reorder each column, you can drag and drop the headers.

To navigate to Standard reports, select Analysis, Standard reports.

Raiser's Edge NXT divided reports into the following categories:

  • Action Reports

  • Analytical Reports

  • Campaigns, Funds, and Appeals Reports

  • Demographic and Statistical Reports

  • Financial Reports

  • Pledge and Recurring Gift Reports

  • Tribute Reports

Select a report type under each category to view its reports. For more information, see Report Categories.

Under Recently run, you can view reports run over the last seven days and share or export results. To locate a specific report or export quickly, search the list. If you don't recall the full name when you search, use a partial name.

To refresh the list, select Refresh list.

Under Shared with me, you can view and export results shared with you by another user. To locate a specific report or export quickly, search the list. If you don't recall the full name when you search, use a partial name.

To refresh the list of shared results, select Refresh list.

Under Scheduled, you can edit or delete scheduled reports. To refresh the list of scheduled reports, select Refresh list. For more information, see Schedule report.

From Reports, select Add report. You can include or exclude various records, filter by categories, or change the format. When you add a new report in web view, it's also available in database view.

From Reports, in the report's menu, select Run. When the report is ready, you receive a notification. To download the report, select View on the notification or find the results on Recently run.

Tip: If you have more than two reports processing at a time, additional reports join a queue.

Tip: You can only view records you have the rights to access.

Under Recently run, you can share report results generated over the last seven days with another user. After you generate a report, under Recently run, select Share. To locate a specific user quickly, search the list. If you don't recall the full name when you search, use a partial name.

Note: Shared results are available until the report expires.

From Reports, select Schedule in the report’s menu. You can schedule reports to run daily, weekly, monthly, or at custom intervals. Under Scheduled, you can edit or delete scheduled reports. For more information, see Scheduled.

From Reports, select Export in the report's menu to export the report to a CSV file. When the export is ready, you receive a notification. To download the export, select View on the notification find the results on Recently run.