Generate an Opportunity Pipeline Report

1. From the Major Giving page, under Reports, select Opportunity pipeline report.

Note: You can also access the report by clicking Reports on the navigation bar and selecting Major Giving reports, Opportunity pipeline from the menu.

2. In the Fundraiser query field, select the binoculars. The Search screen appears so you can search for the selection of fundraisers to include in the report. Once you select the selection, you return to the Opportunity Pipeline Report screen. The report will include information about only fundraisers included in the selected selection. To include all fundraiser in your report, leave this field blank.

Note: For information about creating queries and selections, see the Query chapter of the Query and Export Guide.

3. In the Designation query field, you can select a query of designations on which to base your report. Select the binoculars to access the Search screen. Enter search criteria and select Search to locate the designation query. Once located, select the query in the Results grid and select Select. The report will include information about only the selected designations. To include information about all designations, leave this field blank.

4. In the Ask date field, select the ask dates you want used when filtering information for your report. For example, if you want only information dated during the current year, select “This year”.

If you select “Specific date,” you can select a start date and an end date in the date fields to report on a specific date range.

5. In the Plan stage field, select the stage on which you want to base your report: Cultivation, Solicitation, Stewardship. Leave the field blank to include all plan stage options.

6. In the Plan type field, select the plan on which you want to base your report: Major Giving, Planned Giving, Foundation Giving. Leave the field blank to include all plan type options.

7. In the Prospect status field, select the status on which you want to base your report: Assigned, Identified, Qualified. Leave the field blank to include all status options.

8. Select an Opportunity status: Unqualified, Qualified, Response Pending, Accepted, Rejected, Canceled. You must select an opportunity status.

9. Select Refresh to generate your report.

Note: After you select Refresh, you can stop the program from generating the report by clicking the Stop Rendering button on the toolbar. The message “Report processing was canceled” appears. For information about all buttons included in the report, see the General Features Guide.