How to access a Campaign Purpose Breakout Report

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