Appeals Analysis Filters

Appeals are the solicitations used to bring in gifts, such as direct mailings, online donation pages, phonathons, auctions, or events. When you analyze the performance of your organization's fundraising efforts in Fundraising, Analyze or Reporting , the metrics under Appeals include all active appeals by default. To include only those that meet specific criteria, such as their related campaigns or funds, use the filters.

Tip: These filters are cumulative, so imagine an "and" between each. For example, if you specify both appeal descriptions and a gift date range, you can analyze and compare campaigns that solicit gifts through specific appeals during the same time period.

Campaigns are your overall fundraising efforts or initiatives, such as an annual campaign toward operating expenses or a capital campaign toward a new building or an endowment. To analyze appeals based on the initiatives they acquire gifts for, choose which campaigns to include in the Campaign description filter.

Tip: To find a specific campaign, search the Campaign description filter for its description.

Funds represent the donor's intent for how you should use or earmark a gift, such as toward a specific cause or financial purpose. To analyze appeals based on the causes they acquire gifts for, choose which funds to include in the Fund description filter.

Tip: To find a specific fund, search the Fund description filter for its description.

To analyze only specific appeals, choose them in the Appeal description filter.

Tip: To find a specific appeal, search the Appeal description filter for its description.

To analyze appeals based on giving received during a specific time frame, choose the date range of the gifts to include in the Gift date filter.

With the Revenue type filter, you can choose whether to analyze cash-in-hand giving or the overall commitment acquired through the appeals.

  • Received — To analyze cash-in-hand giving, select this option.

  • Committed — To analyze the overall commitment, select this option.

Note: Admins! In Control Panel, Settings, you can choose which gift types your organization considers as received or committed revenue. For more information, see Revenue and Recognition.

To group like campaigns together, you can assign them a category. To analyze appeals that acquire gifts for campaigns of specific categories, choose which initiatives to include in the Campaign category filter.

To group like funds together, you can assign them a category. To analyze appeals that acquire gifts for funds of specific categories, choose which causes to include in the Campaign category filter.

To group like appeals together, you can assign them a category. To analyze only appeals of specific categories, choose which to include in the Appeal category filter.

By default, the metrics under Appeals include only active appeals. Under Active, choose whether to include inactive appeals.

  • To include active appeals, select true.

  • To include inactive appeals, select false.

Note: Each filter includes up to 500 options. If you select Select all, you include all options, not just the first 500. You can also search for and select an option not in the first 500.

Tip: To reuse frequent filter selections, save their view to easily apply them in the future. For more information, see Saved Views of Dashboards.