Reporting for Annual Appeals
There are several ways to track parish/congregation goal progress.
- Selected Goals Status Summary
- Need to see the progress each congregation/parish is making on a campaign? If you track Campaign Goals, then the Selected Goals Status Summary report can show you! From the Campaign Goals page, select the goal(s) to review, and click . This report only includes active pledges that are credited to a congregation or parish. You can include donations that are dated on or before a certain date.
- Selected Campaign Comparison
- The Selected Campaign Comparison shows information about each campaign along with the associated Congregation/Parish. This could be useful to a diocese that wants to compare annual pledge campaigns per parish! On the Pledge Campaigns page, make a selection, then click .
- Parish Level Pledge Source Analysis
- This one is available for Catholic dioceses: If you're using the Parish Credited ID to track pledges, the Parish Level Pledge Source Analysis helps you understand how each appeal source is affecting the pledges at each parish. It lists each parish credited, which you can then expand to see each pledge source along with the number of pledges, the pledge total, and the percent of the grand total amount that each source represents. You can filter by campaign type and one or more campaigns.
- Pledge Source Analysis
- The Pledge Source Analysis lists each pledge source along with the number of pledges for it, the pledge total for each source, and the percent of the grand total amount that each source represents. You can filter by campaign type and one or more campaigns.
- Donations Source Analysis
- The Donations Source Analysis lists each donation source along with the number of donations and donors who gave towards it, the donation total for each source, the percent of the grand total amount that each source represents, and the average gift amount for each source. You can filter by congregation/parish, program, and donation date range.
- Campaign Goal Summary
- Under Contributions, go to the Campaign Goal Summary page to see how each parish or congregation is progressing toward their campaign goal. This includes the Goal Amount, Pledge Count, Original Pledge, Total Received, Write Offs, and Pledged amounts.
- This information is updated nightly, so you may not see changes right away.
- The All Records view shows all active campaigns. To see past campaigns where the End Date has passed, you can create a view that includes those campaigns.
Note: If you're not seeing the data you expect in columns like Write-Offs, it could be that you're in a non-Catholic instance that doesn't have Parish Credited visible. For help with that, see Non-Catholic Setup.