View the Voluntary Support of Education (VSE) Survey report

The VSE Survey report does not provide all the information necessary to complete the VSE Survey. The VSE Survey report shows only information about the giving associated with the categories of the VSE Survey. For ease of use, the report is formatted to correspond directly with the survey. The reports in the VSE Survey report are consistent with the guidelines set forth in CASE Management Reporting Standards: Standards for Annual Giving and Campaigns in Educational Fund Raising, available from the Council for Advancement and Support of Education (CASE).

Note: VSE 2022 update: If your organization needs additional categories for your VSE report, please create a case with Support along with a list of the specific VSE categories.

For more information about CASE, visit their website at www.case.org or call them at (202) 328-2273.

1. From Fundraising, select VSE survey under Reports. The VSE Survey report screen appears.

   To access this report from Report explorer, select Reports, Fundraising Efforts, VSE Survey Report.

2. For Calculate totals using, select the date to use to calculate the revenue totals for the report. You can select Transaction or Post Date.

   In the adjacent field, select the date range of the revenue to include in the report. When you select "Specific Date," enter the start and end dates of the date range.

3. For Include, select whether to include revenue from inactive or deceased constituents in the report.

4. Select View report. The report appears.