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Appeal Reporting

Contents

There are two standard reports associated with Appeals. These are accessible from the Reports button located in the menu bar.

NOTE: There are more detailed appear reports available in Transactions.

  • Appeal Total: Details campaign transactions summarized by appeal.
  • Appeal/Fund Totals: campaign transactions summarized by appeal and fund.
  • Trans detail grouped by Appeal/Fund: Details every campaign transaction per fund and/or appeal.
  1. To print a report, select the desired report by clicking the appropriate button.
  2. A dialogue box will ask if you want to run the report for this appeal only or the found set. Click the desired button.
  3. The Report dialogue box will appear. If you wish to enter a report name different from the default name listed, enter a new name in the Override field.

  1. Select the desired radio button at the bottom of the window to PrintPreview or Preview/Print.
  2. Click Continue.
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