Campaign Progress

The Problem

A major fundraising campaign is underway — perhaps an annual benefit, a building fund, or an end-of-year appeal. How close are you to your goal? Which donors have given recently? Whose pledges are paid? How well are your solicitors doing? Extracting this information from Raiser’s Edge requires a knowledgeable user to query and export data, then customize it in Excel; then repeat the process every time s/he wants updated data.

The Crystal Report Solution

A custom Crystal Report pulls campaign gift data and presents it clearly with staff needs in mind. The report contents correspond to live data and are refreshed every time the report is run. The sample report below displays the campaign data in two ways: first, sorted by the type of gift purchased; and second, by the total raised by each solicitor.

Sample Report

Click on the images below to see a larger version.

Benefit gifts are separated by gift level and display amount paid, along with solicitors and campaign totals.

The second sheet of this report shows the same data, but categorized by solicitor.