How to access a Campaign Purpose Breakout Report

  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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