How to access a Campaign Unit Breakout Report

Follow
  1. Log in to ABE CRM.
  2. On the navigation bar, click WFAA Reports.
  3. Click Campaign Unit Breakout Report.
  4. Show Individual Units:
    1. Select Yes to see distinct school/college and other units.
    2. Select No to see a summary by key UW unit groups.
  5. Show each constituent type separately:
    1. Select Yes to see a breakout by Individuals, Organizations, and Foundations.
    2. Select No to see a summary by commitment type only (Pledge/Payment/Deferred).
  6. Click View Report.

 

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