The Appeal Progress report allows a diocese to view historical data for three funds. For each selected fund and for the same period, the report shows the amount allocated to the current annual appeal and to the two prior appeals (from the previous year and the year before that). An organization can use this data to track fundraising success by comparing current results against previously achieved results.
- Navigate to the Offering module.
- Use the Navigator Bar to select Reports > Diocese
- Use the Reports Card to select Diocese.
- In the Select a Report dropdown list, select the Appeal Progress Report option.
- Choose the fund used for the most recent appeal.
- This fund serves as the reference point for comparison.
- Choose the fund used for the appeal one year prior to the base year.
- Choose the fund used for the appeal two years prior to the base year.
- In the upper-right corner, click
to generate the report: From the menu, select the report format:
- Excel: The Excel version utilizes the same data source as the PDF but may contain additional data, which is presented in an .xls format. Choose this option if you want to perform a mail merge or import the data from the selected report into a spreadsheet program, such as Microsoft Excel.
- PDF: The PDF version is useful for most purposes because it extracts the most commonly needed data from the report and presents it in a well-designed layout. Note that the PDF contains less information than the .xls version and is a more suitable option when you need a document that is easily read.
- Follow your browser's instructions for opening the downloaded report.
Updated