Standard Reports

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.

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

Reports

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

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

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.

Recently run

Under Recently run, you can view reports run over the last 14 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.

Shared with me

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.

Scheduled

Under Scheduled, you can view, edit, or delete your scheduled reports. To make changes to a scheduled report, in the report's menu, select Edit or Delete. To refresh the list of scheduled reports, select Refresh list. For more information about creating a new scheduled report, see Schedule report.