How to access a Campaign Purpose Breakout Report
- Log in to ABE CRM.
- On the navigation bar, click WFAA Reports.
- Click Campaign Purpose Breakout Report.
- Select the appropriate unit.
- Show Separate Departments:
- Select Yes to see totals by department.
- Select No to see a summary for the unit selected.
- Show each constituent type separately:
- Select Yes to see a breakout by Individuals, Organizations, and Foundations.
- Select No for a summary by commitment type only (Pledge/Payment/Deferred).
- Consolidate Purposes:
- Select Yes to see certain fund purposes aggregated.
- Select No to see each fund purpose distinctly.
- Click View Report.