Webinar: When to Use NXT Reports, Dashboards and When to Call in Power BI

In this webinar, we discussed how selecting the right reporting tool clarifies organizational health and drives strategic decision making. We walked through how to use NXT’s native capabilities alongside Power BI to move from static reporting to a more dynamic, insight-driven reporting approach.

• Build a reporting approach that matches how decisions are made
  • Use NXT Reports for static and formal financial records, Dashboards for real-time monitoring of active appeals, and Power BI for deep analysis and future forecasting.
• Raiser’s Edge’s standard reports have more depth and power than you may think
  • Few users really explore all the reports available in Raiser’s Edge. Before building something yourself, make sure what you’re looking for doesn’t already exist.
• Leverage Power BI to connect complex data points
  • Power BI excels at integrating multiple data sources and providing interactive filters to analyze trends like donor retention by acquisition source that native NXT tools cannot easily track.

The slides are available to download here!

Thank you to Marlisa for sharing your insight and to everyone who joined us!