AVCAMPRO − Campaign Progress Report

The Campaign Progress report summarizes the progress of a campaign in relation to its goals. The report includes information about the financial goal, current gifts, deferred gifts, and so on. If you include related campaigns in the report, a campaign summary is generated that totals the progress for the campaign and its related campaigns of a lower reporting level together.

Field or Control Description

Institution

Displays the name of the institution for which you are viewing campaign progress.

Campaign

Displays the name of the campaign at your institution for which you are viewing progress.

Reporting Level

Displays the level assigned to the campaign for reporting purposes. The highest reporting level possible is 1. Reporting levels are used when assigning related initiatives to a campaign.

If you selected the Include Related Campaigns check box on the Campaign Progress Report page, a separate report page is generated for each campaign of a lower reporting level that's related to the campaign that you select for this report. In addition, a summary page is generated that rolls up totals for all the related campaigns.

Financial Goal

Displays the overall financial goal of the campaign.

Percent of Goal

Displays the percentage of total commitments divided by the financial goal for the campaign. On the campaign summary page that's generated when related campaigns are included, this percentage includes totals from all campaigns included in the report.

Current Operations to Date

Displays the total amount given to the campaign to designations that are for current operations only. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Capital Projects to Date

Displays the total amount given to the campaign to designations that are for capital projects only. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Endowment to Date

Displays the total amount given to the campaign to designations for endowment only. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Total Commitments to Date

Displays the sum of all outright gifts, gifts-in-kind, pledges, and deferred gifts for this campaign. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Cash/GIKs to Date

Displays the sum of all gifts, payments, and gifts-in-kind received for the campaign to date. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Outright Gifts to Date

Displays the sum of all direct gifts to the campaign excluding outstanding pledges and deferred gifts. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Pledge To Date

Displays the sum of all pledges to the campaign without regard to any received pledge payments. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Pledge Payments To Date

Displays the sum of all payments made toward pledges to the campaign. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Gifts-in-Kind to Date

Displays the sum of all gifts with the type of Gift-in-Kind made to the campaign. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Irrevocable Gifts - Present Value

Displays the sum of all irrevocable deferred gifts made to the campaign as tracked in Manage Prospects. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Irrevocable Gifts - Market Value

Displays the sum of the market value for all irrevocable deferred gifts to the campaign as tracked in Manage Prospects. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Revocable Gifts - Present Value

Displays the sum of all revocable deferred gifts made to the campaign as tracked in Manage Prospects. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Revocable Gifts - Market Value

Displays the sum of the market value for all revocable deferred gifts to the campaign as tracked in Manage Prospects. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Nbr Donors (number of donors)

Displays the count of donors to the campaign to date. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report. However, it only includes distinct values, so a donor is only included in the count once.

Nbr New Donors (number of new donors)

Displays the count of new donors, or donors making their first commitment to the institution, to the campaign to date. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report. However, it only includes distinct values, so a donor is only included in the count once.

Nbr Volunteers (number of volunteers)

Displays the count of volunteers that have been linked to the campaign through an action or direct assignment to a campaign activity. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report. However, it only includes distinct values, so a volunteer is only included in the count once.

Nbr Prospects (number of prospects)

Displays the count of prospects that have been linked to the campaign through a prospect strategy or actions. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report. However, it only includes distinct values, so a prospect is only included in the count once.

Nbr Open Asks (number of open asks)

Displays the count of actions from Prospect Manager that are scheduled asks related to the campaign and have not been completed. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Amt Open Asks (amount of open asks)

Displays the total amount of asks related to the open asks for this campaign. If an amount range exists, it includes the beginning amount of the range. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Nbr Declined Asks (number of declined asks)

Displays the count of actions from Prospect Manager that included asks related to the campaign that were declined. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

Amt Declined Asks (amount of declined asks)

Displays the total amount of asks related to the campaign that were declined. If an amount range exists, it includes the beginning amount in the range. On the campaign summary page that's generated when related campaigns are included, this amount includes totals from all campaigns included in the report.

When you run this report, the system creates a file named sqr.txt in your C:\temp directory. This file contains information about the parameters that you defined for the report, including the name of each related campaign included in the report if you include related campaigns.

You should print this file and save it with each report so that you can retain information about the parameters used to generate the report.