NXT Yourself

“As a DBA, I spend 100% of my time in database view and when my Director or MGO have questions about NXT and I can’t answer them, I look like an idiot.”

What if — via an actual ‘single-click’ — you could get your database administrator and gift processor to start using RE NXT more and more by leveraging something as familiar as a Gift Detail and Summary Report?

Well, you can. All you have to do is grab your tenant id from your RE NXT url and mash it together with a system record id field and you’ve got yourself single-click links that launch directly into RE NXT in a new tab in your default browser.

It would look something like this:

The only code you would need would be three formulas in your crystal report…

Constituent links:
// Formula creates link to list donor's Constituent Record in RE NXT web view
// NOTE: Replace provided "?tenantid=526...." with your own
"https://renxt.blackbaud.com/constituents/"& ToText ({GfCnBio.GfCnBio_System_ID}, 0, "") & "?tenantid=5269d073-21a6-43fc-9b6b-122a9b547b37&svcid=renxt"

Gift links:
// Formula creates link to listed gift in RE NXT webview
// NOTE: Replace provided "?tenantid=526...." with your own
"https://renxt.blackbaud.com/gifts/"& ToText ({Gf.Gf_System_ID}, 0, "") & "?tenantid=5269d073-21a6-43fc-9b6b-122a9b547b37&svcid=renxt"

Assigned Solicitor’s Portfolio links:
// Formula creates link to assigned solicitor's Portfolio page of assignees in Work Center/Portfolio in RE NXT Web View
// NOTE: Replace provided "?tenantid=526...." with your own
"https://renxt.blackbaud.com/fundraising/workcenter/fundraisers/"& ToText ({GfCnRelSol_1Cn.GfCnRelSol_1Cn_System_ID}, 0, "") & "/portfolio?tenantid=5269d073-21a6-43fc-9b6b-122a9b547b37&svcid=renxt"

If I were Blackbaud and looking for a way to bridge the RE NXT vs. Database View divide, I’d think about programmatically adding these links (at least to constituent’s name) to every Gift Detail and Summary Report available.

The divide is real …

… and I think this type of custom report with live links to RE NXT could go a long way towards narrowing that divide.

How? Since Database View requires logging in via Blackbaud ID, the RE NXT links will open directly in new tabs in any user’s default browser. If you have two monitors, you could have the report open on one monitor (links work from inside embedded custom crystal report in database view and also from exported PDF version of report) and a browser open on a second monitor. Clicking a link on the report or a pdf immediately launches a new tab in the browser and opens the corresponding record in RE NXT. It would be faster than searching for the constituent in database view because you don’t even have to type a name.

Here’s a link to a PDF of the exported custom crystal report with active links:

Weekly Gift Activity Report – Custom RE NXT Links

Here’s the gift export you would need to build in order to make this work:

Here’s a link to a public Google Drive folder that contains the Custom Crystal Report, the MDB file, a sample exported PDF, and screenshot of the gift export you need to build if you want to do this on your own:

Custom Weekly Gift Report Resources

Lastly, if you are brand-new to custom crystal reports inside of Raiser’s Edge….

Here’s a screencast with an overview and a crash-course walk-through on how you can build this yourself:
(Watch full screen for 1080p HD)

Of course, if you’d rather this get built for you, just say the word.