Campaign report

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.

Here's how to run a campaign report:

1. Click Finance on the Navigation menu. (You will need permission in your role to access this).
2. Click Campaigns.

3. Tick one or more or Tick all campaigns to report on.
4. Click Report.

5. Select a start and end date.
6. Select what you wish to show in your report.
7. Select whether to show your report on the screen or export it to Excel or CSV.