Analyze/Reporting button is missing in NXT

In Web View of Raiser's Edge NXT, users with permission to Analyze do not see Analyze (also known as Reporting) in their navigation bar.

If Control Panel>Security looks like this:

  1. Confirm the user has the correct permissions to Analyze
    1. Have a user with Supervisor rights navigate to Control Panel>Security
    2. On the Users tab, search for the user in question
    3. Note down the user's assigned security groups (located in the Security groups column)
    4. Click the Security groups tab
    5. Select the first security group noted down in Step 3
    6. Look in the Analyze rights panel
    7. Confirm the security group has Access to Fundraising analysis selected
    8. Repeat Steps 4-7 for any other security groups assigned to the user
  2. Check to see if the user can access the direct URL to Analyze
    1. Follow the steps in How do I find my tenant ID for NXT web view? to determine your Tenant ID
    2. Add your Tenant ID from Step 1 into the following URL: https://renxt.blackbaud.com/fundraising/dashboards/overview?tenantid=[YOUR TENANT ID GOES HERE]&svcid=renxt
    3. Navigate to the URL
  3. If the user has the correct permissions and can access the direct URL to Analyze, check for two Security options
    1. Have a Supervisor user log into https://renxt.blackbaud.com
    2. Click Control Panel
    3. If the user sees two Security options, take a screenshot, contact Support, and refer the Support Associate to Knowledgebases 115334 and 187773
    4. If the Supervisor user does not see two Security options, but can access the direct URL to Analyzecontact Support and refer the Support Associate to Knowledgebases 115334 and 187773


If Control Panel>Security looks like this

:

  1. Confirm Reporting is not listed under Fundraising
    1. In the navigation bar, select Fundraising
    2. Select Reporting
    3. If no dashboards appear, follow the steps in My dashboards are not available after Fundraising, Reporting change
  2. Confirm the user has the correct permissions for Reporting
    1. Navigate to Control Panel>Security 
    2. On the Users tab, search for the user in question
    3. Note down the role assigned in the Fundraising and Analysis columns
    4. Navigate to the Roles tab
    5. In the Fundraising roles panel, navigate to the Fundraising role noted down in Step 3
    6. Click the ellipses icon
    7. Click Edit role
    8. Click Show permissions
    9. Confirm the role has at View access to at least one of the available dashboards
    10. On the Roles tab, navigate back to the Analysis roles panel
    11. Navigate to the Analysis role noted down in Step 3
    12. Click the ellipses icon
    13. Click Edit role
    14. Click Show permissions
    15. Confirm the role has View insights and dashboards selected
  3. Check to see if the user can access the direct URL to Reporting
    1. Follow the steps in How to find my Environment ID for NXT Web View to determine your Environment ID
    2. Add your Environment ID from Step 1 into the following URL: https://host.nxt.blackbaud.com/reportview/dashboards/fundraising?svcid=renxt&envid=[YOUR Environment ID GOES HERE]
    3. Navigate to the URL
  4. Check to see if the user can access the direct URL to Analyze
    1. Follow the steps in How do I find my tenant ID for NXT web view? to determine your Tenant ID
    2. Add your Tenant ID from Step 1 into the following URL: https://renxt.blackbaud.com/fundraising/dashboards/overview?tenantid=[YOUR TENANT ID GOES HERE]&svcid=renxt
    3. Navigate to the URL
  5. If the user has the correct permissions and cannot access the direct URL to Reporting, but can access the direct URL to Analyze, check for two Security options
    1. Have a user with Administrator access to Web View log into https://renxt.blackbaud.com
    2. Click Control Panel
    3. If the user sees two Security options, take a screenshot, contact Support, and refer the Support Associate to Knowledgebases 115334 and 187773
  6. If the Administrator user does not see two Security options, but can access the direct URL to Analyzecontact Support and refer the Support Associate to Knowledgebases 115334 and 187773.

Steps to Duplicate

  1. Have a user with Admin access to Web View of Raiser's Edge NXT log in
  2. Notice Analyze is not shown in the navigation bar
  3. Click Fundraising 
  4. Notice Reporting is not shown in the drop-down menu

Environment

 Raiser's Edge

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