The Opportunities and Goals report displays pledge amounts and counts; goal amounts, counts, and expenses; and opportunity amounts and counts, for a specified date range for the selected funds, and appeals.
Results are grouped by month and can be output in a cumulative (running total) or non-cumulative format. The report is "Association aware" and will filter funds, appeals, and pledge results by the 'Association' on the user.
Criteria
Criteria |
Description |
Funds |
Filters the report based on the goals set against a fund(s). |
Fund Attributes |
Filters the report based on the funds' goal attribute(s) that have been defined in the goals section of the Funds Management - Programs|Program page: •Amount •Count •Expenses |
Appeal |
Filters the report based on the goals set against an appeal. Click |
Appeal Attributes |
Filters the report based on the appeals goal attribute(s) that have been defined in the goals section of the Funds Management - Programs|Appeals page: •Amount •Count •Expenses |
Date From |
Filters the report based on the first date that you want to appear in the report. All of the goals, forecasts and pledges that take place between this date and the 'Date To' value will be returned. Click |
Date To |
Filters the report based on the last date that you want to appear in the report. All of the goals, forecasts and pledges that take place between this date and the 'Date From' value will be returned. Click |
Opportunity |
Filters the report based on the opportunity amount(s) defined in the forecast section of the Customer Services - Customer|Opportunities page: •Ask •Expected •Opportunity •Plan •Projected |
Gift |
Filters the report based on the pledge amount(s) on the order: •Pledge Amount •Pledge Count •Pledge Paid Amount |
Monthly Ouput |
Filters the report based on •Cumulative: The values will be compounded from month to month. •Non-Cumulative: The values will display the monthly values. This is the default. |
