Need to track the total donation amounts that your campaigners take in against their individual goals and against the overall campaign goal? Run the Campaign Donation Tracking report.
Go to Reports > Campaign Reports > Campaign Donation Tracking.
In the Custom Lists section, select a Custom List along with any additional filters to filter the report.
In the General section, select the Campaign Name, donation details and/or any other details to filter the report.
In the Options section, select any optional information that you want to see in the report.
Select your preferred Output Type.
Click Run Report.
To configure the Reports > Campaign Reports > Campaign Donation Tracking report to:
Include donations from all companies:
Leave the General section > Company filter empty.
Untick the Options section > Exclude Companies (Except if in Company Filter)? checkbox.
Include donations from only specific companies, then select the required companies in the General section > Company filter.
Exclude donations from all companies:
Leave the General section > Company filter empty.
Tick the Options section > Exclude Companies (Except if in Company Filter)? checkbox.
Setting a goal for a campaigner