Fundraising Hierarchy Summary Report

The Fundraising Hierarchy Summary report shows progress toward a specific goal, including total raised, how much has been received, new commitments, the total amount of planned gifts, variance between a goal amount and actual amount raised, and percent of goal. The total raised represents how much has already been received and how much exists as new commitments. New commitments include pledges, subtracted by how much has been written off for those pledges.

To run the report, open a fundraising purpose and click Fundraising hierarchy summary under Reports. On the report, you must specify a goal against which you want to measure progress before you can run the report. After you select a goal, click View Report. You can select different breakdowns, such as by quarter or year, to use for this report.

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