RE NXT Web View Opportunity List export only includes active records

When working with an Opportunity List from The Raiser's Edge NXT Web View, active opportunities are listed first by default. Inactive opportunities (marked inactive) can be displayed using the List filters. However, when exporting the Opportunity List with inactive opportunities showing, only the active ones appear in the resulting Export file.
We are currently evaluating this issue and will update this article when we have more information.

Steps to Duplicate

  1. Log into The Raiser's Edge NXT Web View
  2. Review Opportunities to ensure at least one is marked as Inactive, or enter a new Opportunity and mark it inactive
  3. Navigate to Lists > Opportunities
  4. Start a new Opportunities List and note the number showing (If needed, use filters to create a smaller list. Be sure that inactive opportunities are among the selected filters.)
  5. Click on Filters (funnel button) at the top
  6. Mark Include inactive opportunities checkbox at the top
  7. Click Apply filters at the bottom
  8. Ensure the number of Opportunities goes up to be sure that Inactive are listing (If needed, search the list to ensure the Opportunity noted/entered in step 2 is present)
  9. Click on Export button at the top
  10. Complete the download from NXT Web View
  11. Open the download in Excel... only the active Opportunities will be present ((If needed, search the list in Excel to ensure the Opportunity noted/entered in step 2 is not in the file)


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