AudienceView Connect

Tracking Fund Gifts

You can track donations to funds on both the Funds|Details and Funds|Gifts pages, depending on the level of detail for which you are looking.

When tracking funds, the application does not distinguish between pledges (monies pledged) and donations (monies received).

You can also report on multiple funds using the Funds Detail Report available from the Business Intelligence and Reports application.

Tracking with the Funds-Details Page

The Funds|Details page displays Donations to Date (the total value of paid donations received to date) and Progress to Date (the percentage of the total program target that this value represents). For more information, refer to Creating a Fund.

Tracking with the Funds-Gifts Page

To track the donations made against a particular fund, complete the following:

  1. Open the Funds Management application from the AudienceView Desktop.
  2. Select the Funds tab.
    The Funds|Search page appears.
  3. Search for and select the fund with the gifts that you want to view. For more information, refer to the Funds Management Funds-Search Page and Performing Searches.
    The Funds|Details page appears.
  4. Select the Gifts tab.
    The Funds|Gifts page appears.
  5. Selecting a gift will open the original gift's creation order.
  6. If multiple pages of donations are displayed, you can use the '<< Previous' and 'Next >>' buttons to open the additional pages.