Campaign Reports in RE

Susanna Wilcox

We are trying to find out what reports are best to run to pull clean info on campaign payments, pledges and totals.  


Thank you for any help,


Susanna

Carolyn Moatz

Susanna Wilcox:

We are trying to find out what reports are best to run to pull clean info on campaign payments, pledges and totals.  


Thank you for any help,


Susanna

I think the Gift Detail and Summary Report might be what you're looking for. It's a financial report and you can set the columns to give you cash, stock, outstanding pledges and it totals at the end.

Gabriela Slade

We use the Pledge and Recurring Gift Reports. Mainly the campaign report and the Pledge Status Report. You can filter out any pledges not interested in but it will give you pledges, payments, written off amounts and pledge balances.

Very useful!

Gabriela Slade

Eagle Ridge Hospital Foundation