Make a campaign report for the board
Put together the numbers a board asks for: raised so far, pledged and still owed, top givers, and what the campaign cost.
- 1
Gifts to the campaign
Open Insights → "Report builder". Choose List "Gifts", the dates, and the campaign in "Campaign". In "Total it up by" choose "Month". Press "Run". The heading shows how many and the total.
Count and total at the top. - 2
Pledged and still owed
Change List to "Commitments", press "Run", keep the same campaign, and choose "Total it up by" "Program" or "Person". The table shows the total and "Still owed".
Totals and what's still owed. - 3
Top givers
Go back to List "Gifts" and "Total it up by" "Person". The biggest givers are at the top.
Biggest givers first. - 4
What it cost
Open Insights → "Campaign costs". It shows raised, costs, net and "Cost per $1" for each campaign.
Raised against costs. - 5
Save each report
Under each result, type a name in "Save this report" and press "Save" so next month it's one click.
Name it and save. - 6
Download or print
Press "Download spreadsheet (CSV)" to open it in Excel, or print the page from your browser.
Tips
- Add campaign costs on the campaign's page under "What it cost".
- Choose "Email it: Every month" on a saved report so the board gets it by itself.
If something isn't working
Campaign costs shows nothing.
Add each campaign's costs on its page first.
Pledges from last year are missing.
Set "Dates" to "Any time" — pledges are dated when they were made.