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Reporting for Annual Appeals

Several reports you can use to track parish or congregation goal progress.

Selected Goals Status Summary
Need to see the progress each congregation or parish is making on a campaign? If you track campaign goals, then this report can show you! From the Campaign Goals page, select the goal(s) to review, and click Reports > Selected Goals Status Summary. This report only includes active pledges credited to a congregation or parish. You can include donations that are dated on or before a certain date.
Selected Campaign Comparison
View information about each campaign along with the associated congregation or 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 Reports > Selected Campaign Comparison.
Parish Level Pledge Source Analysis
This one is available for Catholic dioceses: If you're using the Parish Credited ID to track pledges, this report helps you understand how each appeal source affects the pledges at each parish. It lists each parish credited, which you can then expand to see each pledge source and 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
List 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
List 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 or parish, program, and donation date range.
Campaign Goal Summary
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 displays 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 don't see the data you expect in columns like Write-Offs, you may be in a non-Catholic instance that doesn't have Parish Credited visible. For help with that, see Non-Catholic Setup.