Actual vs. Target Report

This report lists actual versus target goals for major gifts.

Report Parameters

Selected report parameter information displays below the title of the report.

Parameter Name Required Description
Fund Optional Choose the specified fund you want to run this report on from the drop down list.
Campaign Optional Choose the specified campaign you want to run this report on from the drop down list.
Appeal Optional Choose the specified appeal you want to run this report on from the drop down list.
Close Date From Optional

Choose the specified close date from you want to run this report on from the date text box.

Close Date To Optional

Choose the specified close date to you want to run this report on from the date text box.

Report Fields

This report can produce output in a browser window (HTML) or as an Excel spreadsheet containing the following information:

Column Name Description
Sales Opportunity

Lists the sales opportunity.

Close Date

Lists the close date.

Proposal ID

Lists the proposal ID.

Proposal Description

Lists the proposal description.

Fund

Lists the fund name.

Campaign

Lists the campaign name.

Appeal

Lists the appeal name.

Purpose

Lists the purpose.

Status

Lists the status.

Target

Lists the target amount.

Actual

Lists the actual amount.