Campaign Records

Campaigns are the overall fundraising efforts or initiatives, such as operating expenses, a new building, or an endowment. To view detailed information about a campaign, select its description — such as on a record or list — to open its record. From a campaign's record, you can view and manage detailed information about the fundraising initiative.

By default, the metrics include all cash-in-hand giving raised through the campaign. 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.