Campaign Reports
Campaign Gift Range Report
This report displays a gift range chart for a selected campaign, including gifts received. You can optionally include a list of gifts or a list of prospect names at each level.
Report Options:
Select a Campaign for the report.
Show Totals Only, Include Gifts, Include Prospect Names
Include Gifts
Include Dues
Include Pledges
Include Pledge Payments
Include Sales
Include Grants
Include Grant Payments
Date Range for Gift Date, or Entry Date
Exclude Soft Credit
Exclude Hard Credit
Exclude Unpaid Sales
Count Households/Organizations, Count People
Campaign Prospect Detail
This creates a list of campaign prospects with details about their notes, tags, activities, relationships and giving history.
Report Options:
Select a Campaign for the report.
Include Gifts
Include Dues
Include Pledges
Include Pledge Payments
Include Sales
Include Grants
Include Grant Payments
Campaign Gifts Only or All Gifts
Date Range for Gift Date, or Entry Date
Exclude Unpaid Sales
Exclude Hard Side of Soft Credit or Exclude Soft Credit
Sort Order: Name, Ask Amount, Ask Range, Campaign Staff, Campaign Solicitor, Stage
Campaign Prospect Report
This is a list of campaign prospect names with data related to the campaign such as ask amount, solicitor, and stage.
Report Options:
Select a Campaign for the report.
Date Range for Gift Date, or Entry Date
Include Gift Detail (Type, Date, Amount, Reason)
Include Gifts
Include Dues
Include Pledges
Include Pledge Payments
Include Sales
Include Grants
Include Grant Payments
Exclude Unpaid Sales
Exclude Hard Side of Soft Credit or Exclude Soft Credit
Show My Prospects or Show All Prospects
Sort Order: Name, Ask Amount, Ask Range, Campaign Staff, Campaign Solicitor, Stage
Campaign Solicitor Detail
This report lists campaign solicitors, each with his or her goal, a count of prospects and the dollars raised.
Report Options:
Select a Campaign for the report.
Date Range for Gift Date, or Entry Date
Show Totals Only, Include Gifts, Include Prospect Names
Include Gifts
Include Dues
Include Pledges
Include Pledge Payments
Include Sales
Include Grants
Include Grant Payments
Exclude Unpaid Sales
Exclude Hard Side of Soft Credit/Exclude Soft Credit
Campaign Statistics
This reports shows counts of prospects and gift totals broken down by your choice of campaign parameters.
Report Options:
Select a Campaign for the report.
Report Group by: Stage, Ask Range, Solicitor, Staff
Include Gifts
Include Dues
Include Pledges
Include Pledge Payments
Include Sales
Include Grants
Include Grant Payments
Exclude Unpaid Sales
Exclude Hard Side of Soft Credit or Exclude Soft Credit
Do Not Show Zero Lines
Campaign Reason and Fund Totals
This report shows total gifts to each campaign, broken down by Gift Reason and within each Reason, the Gift Fund.
Report Options:
Date Range for Gift Date, or Entry Date
Include Gifts
Include Dues
Include Pledges
Include Pledge Payments
Include Sales
Include Grants
Include Grant Payments
Exclude Unpaid Sales
Exclude Hard Side of Soft Credit or Exclude Soft Credit