PUlling information by Campaign (gifts,pledges and opportunities / proposals)

Sherry Aldrich
Sherry Aldrich
Tenth Anniversary Kudos 1 Name Dropper Participant
in Raiser's Edge NXT Discussions
Is there a way to pull information that will give me all the information on a campaign?


I would like to pull in gifts, pledges and expected amounts from opportunities / proposals. I can use either RE or NXT.  I can pull gifts / pledges, but i'm trying to determine how to pull in the opportunity / proposal information. We use opportunity information when we have a verbal commitment, but not a written / signed agreement (pledge)


Any information would be great. 


Thanks

Sherry

Comments

  • Laura Easterly
    Laura Easterly
    Sixth Anniversary Kudos 2 Name Dropper Participant
    Hi, Shari,


    I built a report dashboard to help track our campaign. It includes gifts/pledges raised as well as info on the opportunities we have in-progress (not yet accepted).  We have coded all of these items with our campaign ID, so it's pretty simple to set up.  The nice thing about doing it this way is that everything is dynamic and updates automatically.

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