The Opportunities and Goals report displays pledge amounts and counts; goal amounts, counts, and expenses; and opportunity amounts and counts, for a specified date range for the selected funds, and appeals. Results are grouped by month and can be output in a cumulative (running total) or non-cumulative format. The report is "Association aware" and will filter funds, appeals, and pledge results by the 'Association' on the user.
Opportunities and Goals Report Criteria
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Criteria |
Description |
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Funds |
Enables you to filter the report based on the goals set against a fund.
To select more than one fund, hold CTRL or SHIFT while making your selections. |
|
Fund Attributes |
Enables you to filter the report based on the funds goal attributes that have been defined in the goals section of the Funds Management application Programs|Program page:
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Amount
-
Count
-
Expenses
To select more than one fund attribute option, hold CTRL or SHIFT while making your selections.
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|
Appeal |
Enables you to filter the report based on the goals set against an appeal.
Enter the appeal name or click  to search for and select the appeal. For more information, refer to The Find Appeals Dialog Box. |
|
Appeal Attributes |
Enables you to filter the report based on the appeals goal attributes that have been defined in the goals section of the Funds Management application Programs|Appeals page:
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Amount
-
Count
-
Expenses
To select more than one appeal attribute option, hold CTRL or SHIFT while making your selections.
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|
Date From |
Enables you to filter the report based on the first date that you want to appear in the report.
All of the goals, forecasts and pledges that take place between this date and the 'Date To' value will be returned.
Enter a date into the field or click  to select the date.
For more information, refer to Using a Calendar to Add a Date. |
|
Date To |
Enables you to filter the report based on the last date that you want to appear in the report.
All of the goals, forecasts and pledges that take place between this date and the 'Date From' value will be returned.
Enter a date into the field or click to select the date.
For more information, refer to Using a Calendar to Add a Date. |
|
Opportunity |
Enables you to filter the report based on the opportunity amounts defined in the forecast section of the Customer Services application Customer|Opportunities page:
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Ask
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Expected
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Opportunity
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Plan
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Projected
To select more than one opportunity forecast option, hold CTRL or SHIFT while making your selections.
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Gift |
Enables you to filter the report based on the pledge amounts on the order:
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Pledge Amount
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Pledge Count
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Pledge Paid Amount
To select more than one gift option, hold CTRL or SHIFT while making your selections.
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Monthly Ouput |
Enables you to filter the report based on
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Cumulative: The values will be compounded from month to month.
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Non-Cumulative: The values will display the monthly values. This is the default.
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Opportunities and Goals Report Output
The following image illustrates an example output of the Opportunities and Goals report:
