Hi RE world: Does anyone have an example of an export (or report) that would show FY giving to date broken out by Cash gifts, Pledges and Pay-Cash (payment received on pledges)? I usually create a board report using our Appeal Summary Report to show receipt for Cash and Pledges combined but I’ve had...

My director wants a Fund report like the Fund Performance Analysis that also lists the appeals that feed the fund and how much those appeals bring into the fund. Essentially a combo of the Fund Performance Analysis and Appeals Performance Analysis. Does a canned report exist? If not, any have tips for...

I was wanting to find out if any other institutions have decided to not make Campaign and Appeal required and what the implications of this has been? *Little background* We don't always have money that comes in tied to these and we were wondering if it would be better to make up "dummy"...