Reporting for Annual Appeals
There are several pages and reports you can use to track parish or congregation goal progress.
Campaign Goal Summary
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Selected Goals Status Summary
See the progress each congregation/parish is making on a campaign! This report only includes active pledges credited to a congregation/parish. You can include donations that are dated on or before a certain date.
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Selected Campaign Comparison
View information about each campaign and the associated congregation/parish. This could be useful to a diocese that wants to compare annual pledge campaigns per parish!
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Parish Level Pledge Source Analysis
This one is available for Catholic dioceses. If you use 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.
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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.
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Donations Source Analysis
This report 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.
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