The Appeal Progress report allows a diocese to view historical data for three selected funds. The report displays pledge and contribution data for the same period for each of the three years, covering those funds. A diocese can use the data to track fundraising progress by comparing the results from a base year against those achieved in prior years. 

To view setup options, go to Set up Options for the Appeal Progress Report.

The Audit report shows details for changes made to batches, contributions, and pledges after they are saved in the system. Two versions of the Audit report are available:

• By User
• By Type 

To view setup options, go to Set up Options for the Audit Report.

The Contribution History by Donor report allows a diocese to view a historical record of donor contributions made over four years. 

To view setup options, go to Set up Options for the Contribution History by Donor Report.

The Contribution History by Fund report displays the dollar amount of contributions made to selected funds by month, quarter, and year (for the specified year). Additionally, the report provides a contribution history of donations made during the same financial periods in each of the three years preceding the user-specified year.

To view setup options, go to Set up Options for the Contribution History by Fund Report.

The Dollar Range report provides data that a diocese can use to identify donor giving patterns over time and determine possible future trends in giving.  

To view setup options, go to Set up Options for the Dollar Range Report.

The Families Without Pledges report lists families that have not pledged to the selected fund within the selected organization.

To view setup options, go to Set up Options for the Families Without Pledges Report.

The Parish Batch Summary report lists batches containing pledges made on behalf of the selected organization. The report shows the dollar amount of pledges made to the organization and provides a running total of the dollar amount of pledges made as of the batch creation or default posting date.

To view setup options, go to Set up Options for the Parish Batch Summary Report.

The Parish Summary report summarizes parish-wide pledge activity, including the total pledge goal, the amount of money pledged, and the total paid for each selected organization. Also provides pledge metrics, allowing organization administrators to understand the details behind the summaries. The report captures the number of participating families, the total number of pledges made, the number of fully paid pledges, and the number of outstanding pledges; the average pledge amount; and a distribution of giving, among other key metrics.

To view setup options, go to Set up Options for the Parish Summary Report.

The Pledge Adjustment report provides a detailed account of adjustments made to pledges to a fund during the date range you specify. 

To view setup options, go to Set up Options for the Pledge Adjustment Report.

The Revenue Projection report can be used to support your organization's multi-year campaigns. The report provides month-by-month and year-by-year cash flow projections, summing those amounts for each fiscal year within a projected six-year period. You can see cash amounts already received and the total amount pledged for the entire campaign. The data in this report can help you use past and current patterns of giving to make reasonable projections about the future.

To view setup options, go to Set up Options for the Revenue Projection Report.

Select the fund used for the most recent appeal. 

Select the fund used for the appeal in the year prior to the most recent one.

Select the fund used for the appeal two years prior to the most recent one.

Select the type of report you want to create. You can select one or more of the following:

• Batch: For the specified date range, tracks changes to batch records, showing what was changed, by whom, and when.  
• Contribution: For the specified date range, tracks changes to contribution records, showing what was changed, by whom, and when. 
• Fund: For the specified date range, tracks changes to fund records, showing what was changed, by whom, and when.
• Pledge: For the specified date range, tracks changes to pledge records, showing what was changed, by whom, and when.
• Sustaining Gifts: For the specified date range, tracks changes to sustaining gift records, showing what was changed, by whom, and when.

Select the type of audit report you want to generate:

• User: displays changes made by the selected staff user to the funds for which they have permission to make changes. For easier review, the information in this report is organized to consolidate all changes made by the selected user.
• Type: includes all changes made to one or more of the following: batches, contributions, and pledges. For easier review, the information within a report is organized by information in the Type column, which indicates the type of change made to a record.

If you select the User option, click to open the Staff Search window. Use the Search filters (for example, First Name or Email) to find the user you want to audit. Click to locate the record.

Set a date range for the report by selecting a start date from the calendar and an end date from the End Date calendar (see next option). To find changes made on the same date, select the same date from both the Start Date and End Date calendars.

Set a date range for the report by selecting an end date from the calendar and a start date from the Start Date calendar (see previous option). To find changes made on the same date, select the same date from both the Start Date and End Date calendars.

Select this option to view change activity for all funds.

Selecting this option displays a list of funds. Select the checkbox next to each fund you want to include in the report. The report displays change activity only for the selected funds. 

The last year of the four-year reporting period. For example, if you want to generate a report for 2017 through 2020, enter 2020 for the end year.

Select the type of report you want to create:

• All Donors: includes all donors in the selected organizations who donated to the selected funds.
• LYBUNT (Last Year But Unfortunately Not This Year): includes all donors who made contributions in the year before that entered into the End Year field, but not in that year. For example, if 2020 is entered for the end year, the report includes donors who made contributions in 2019 (the year prior) but not in 2020.
• SYBUNT (Some Year But Unfortunately Not This Year): includes donors who made contributions in one or more years before the year entered in the End Year field, but not in that specific year. For example, if 2020 is entered for the end year, the report includes donors who made contributions in any previous year but not in 2020.
• New Donors: includes donors who made contributions in the year entered into the End Year field but not in any of the three years prior (includes donors who pledged in prior years but never made payments). For example, if 2020 is entered for the end year, the report includes only those donors who made contributions in 2020.
• Pledge Report: provides a view of donors' pledge data over the specified four-year period.
• Org Summary: On a separate line, shows the total contribution amount for each selected organization.

In the list, select the checkbox next to each fund you want to report on. To select all funds, select the checkbox next to the Fund Name header.

This section contains a list of organizations you can select to include in the report.

To include an organization, select its checkbox. To include all organizations in the list, select the All Organizations checkbox. This checkbox is to the left of the Organization ID header. 

If you want to include most but not all organizations, select the All Organizations checkbox to select all organizations. Then, deselect (select the checkbox again to remove the checkmark) the organizations you want to exclude.

Note: Selecting more than 10 organizations can slow processing of this report.

Enter the report end year in this field. For example, if you want to obtain contribution totals for months, quarters, and the year 2019, enter 2019 into the field.

Prints a separate page for each selected fund.

Prints a single page displaying the total contributions for all selected funds.

In the list, select the checkbox next to each fund you want to report on. To select all funds, select the checkbox next to the Fund Name header.

This section contains a list of organizations you can select to include in the report.

To include an organization, select its checkbox. To include all organizations in the list, select the All Organizations checkbox. This checkbox is to the left of the Organization ID header. 

If you want to include most but not all organizations, select the All Organizations checkbox to select all organizations. Then, deselect (select the checkbox again to remove the checkmark) the organizations you want to exclude.

Specify a start date for contributions to be included in the report.

Specify an end date for contributions to be included in the report.

Specify the dollar range of contributions to report on by entering a minimum amount into each line.

• To add a new minimum amount, click and then type the amount into the field.
• To remove a minimum amount, click .

In the list, select the checkbox next to each fund you want to report on. To select all funds, select the checkbox next to the Fund Name header.

This section contains a list of organizations you can select to include in the report.

To include an organization, select its checkbox. To include all organizations in the list, select the All Organizations checkbox. This checkbox is to the left of the Organization ID header. 

If you want to include most but not all organizations, select the All Organizations checkbox to select all organizations. Then, deselect (select the checkbox again to remove the checkmark) the organizations you want to exclude.

For instructions on creating this report, go to Create a Dollar Range Report.

This dropdown list contains all of your organization's funds. Select the fund for which you want to view the names of families that have not made pledges to it. 

This section contains a list of organizations you can select to include in the report.

To include an organization, select its checkbox. To include all organizations in the list, select the All Organizations checkbox. This checkbox is to the left of the Organization ID header. 

If you want to include most but not all organizations, select the All Organizations checkbox to select all organizations. Then, deselect (select the checkbox again to remove the checkmark) the organizations you want to exclude.

Type the first few letters of the fund in the textbox. A list of funds matching the text you enter is displayed. Select the desired fund from the list.

Type the first few letters of the organization in the textbox. A list of organizations matching the text you enter is displayed. Select the desired organization from the list.

This dropdown list contains all of your organization's funds. Select the fund for which you want to view a summary of the selected organization's pledge activity.

If you have organizations assigned to regions (this is done in the Organization Management section in the Administration module), select the checkbox to sort information in the report by region.

This section contains a list of organizations you can select to include in the report.

To include an organization, select its checkbox. To include all organizations in the list, select the All Organizations checkbox. This checkbox is to the left of the Organization ID header. 

If you want to include most but not all organizations, select the All Organizations checkbox to select all organizations. Then, deselect (select the checkbox again to remove the checkmark) the organizations you want to exclude.

This dropdown list contains your organization's funds. Select the fund for which you want to view pledges that have been modified during the date range you specify. 

Set a date range for the report by selecting a start date from the calendar and an end date from the End Date calendar (see next option). To find changes made on the same date, select the same date from both the Start Date and End Date calendars.

Set a date range for the report by selecting an end date from the End Date calendar and a start date from the Start Date calendar (see previous option). To view adjustments to pledges made on the same date, select the same date from the Start Date and End Date calendars.

This dropdown list contains all of your organization's funds. Select the fund for which you want to forecast revenue. 

Select the checkbox if you want the report to show amounts pledged that were not included in the forecast due to non-payment.

Select the checkbox if you want the report to show amounts pledged that cannot be included in the forecast due to insufficient data in the pledge records.