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    Campaign Report
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    Campaign Report

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    Article summary

    Campaigns are used to collate transactions together and can be for any purpose e.g. an appeal or a project you're raising funds for. Basically you can tag a transaction to a campaign category (in addition to tagging it to an account code etc) so that you can run a report to see how much money was received against a particular campaign.

    The Campaign Report screen shows totals, total by type of transaction, and all the details. This allows you to show and export the transactions associated with a campaign.

    Configuration

    The Configure option sets whether Campaign that are inactive - the current date is not within the Campaign Start and End Dates - are available when campaigns are requested.

    When set to No, only active campaigns are available for selection
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    Running a Campaign Report

    1. Click Finance on the Navigation menu. (You will need permission in your role to access this).
    2. Click Campaigns.
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    If you want to see only active campaigns, select the Hide inactive campaigns option

    1. Tick one or more campaigns, or select Tick all, to select the campaign/s you want to report on.

    2. Click Report.
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    3. Select a start and end date.

    4. Select what you wish to show in your report.

    5. Select whether to show your report on the screen, or export it to Excel or CSV.

    For information on Campaign Tracking via Email, see: Campaign Tracking

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