Appeal Records

Appeals are the solicitations used to bring in gifts, such as through direct mailings, online donation pages, phonathons, auctions, or events. To view detailed information about an appeal, select its description — such as on a record or list — to open its record. From an appeal's record, you can view and manage detailed information about the appeal.

By default, the metrics include all cash-in-hand giving acquired through the appeal. To instead analyze giving committed through pledges and matching gifts or from a specific time frame, select Filters to include only gifts that meet specific criteria. For more information, see Campaign, Fund, or Appeal Filters.

Tip: To view a list of records included in the number-crunching, select the total or metric. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.