Online Help

Fundraising Status Report

The Fundraising Status Report provides summary information for each Donation Form. It includes funds raised, percent of goal, pledge statistics, number of donations, and total donations (in currency). You can choose to report on all Donation Forms or only those Donation Forms that are currently active.

Use the Fundraising Status Report to show:

u       The fundraising goal and both the funds raised and percent of goal raised for each Donation Form so far

u       Start/Stop Dates for each Donation Form

u       The Number of Donations associated with each Donation Form

u       The Number of New Online Donors associated with each Donation Form

u       Pledge summary information associated with each Donation Form if you are using pledges

Run the Fundraising Status Report as follows:

1. Click Data Management on the top-level navigation bar and then select Reports from the drop-down list to open the Report Selection screen.

2. Click the plus sign (+) beside the Donation Classic Reports folder to display the contents of the folder.

3. Click the link for the Fundraising Status Report.

4. On the Report Configuration screen that opens, choose the appropriate radio button to report on all Donation Forms or just on the Active Donation Forms.

5. Provide a Label for this report to help you identify it at a later time. (The default label for this report is Campaign Report.)

6. Click the Submit Report button. The system will display the Report Results List with Queued as the Status of the report.

7. Click the Refresh button to update the Status of the report.

8. When the Status indicates that the report has been Completed, click one of the following icons beside the report:

View Icon (View) icon to display the report on your computer. You can save or print the report from the displayed view. You can also click the Add to My Reports link, provide a brief Description, and click Save if you would like to add this report -- with this configuration -- to the My Reports folder.

Print Icon (Print) icon to print the report via your standard Print application.

download_icon (Download) icon to download the file to your local computer or shared network resource.

Remove Icon (Trashcan) icon to delete the report if you no longer need it.

View the Results of the Fundraising Status Report

The Fundraising Status Report provides the Security Category, Donation Form Name, Start/Stop Dates, Goal, and Percent of Goal reached for all Donation Forms that meet the criteria that you select when configuring the report. The report also includes fields for the total number of donations and number of new online donors associated with each Donation Form. Pledge statistics are also included for those using that feature.

Field	Description/Contents
Category	Security Category for each Donation Form
Campaign	Name of the Donation Form
Start/Stop Dates	Date the Donation Form became active and date the Form is scheduled to become inactive
Campaign Goal ($)	Funds the Donation Form expects to raise
Raised ($)	Funds raised so far.
% of Goal	Percentage of the final target achieved so far
# of Pledges	Number of pledges received for each Donation Form if you are using pledges.
Amount Pledged ($)	Total funds pledged
Pledged Amt. Received ($)	Funds received toward pledges
Pledge Amount Outstanding ($)	Funds that remain to be collected toward pledges
# of Donations	Number of donations received so far for each Donation Form
Amount Donated ($)	Funds Raised plus any Pledge Amount Outstanding; unless you are using Pledges, this amount will equal the amount in the funds Raised column
# Of New Online Donors	Number of new online donors associated with each Donation Form