Designation Progress Report

The Designation Progress report shows progress toward a specific goal by total raised, percent of goal, how much has been received, new commitments, the total amount of planned gifts, and number of gifts. The total raised represents how much has already been received and how much exists as new commitments. New commitments include pledges and grants, subtracted by how much has been written off for those pledges. The totals are broken down by designation under the parent purpose.

To run the report, open a fundraising designation and click Designation progress under Reports. On the report, you must specify a Goal against which you want to measure progress before you can run the report. When a selection exists that already includes the filters you want to use in the report, you can specify it in the Selection field. After you select a goal and any other filters, click View Report.

You can print the report or export it in several different formats.