Development Officer Impact Report

Do you need a quick way to check  your status with your asks, visits and interactions?  Good news!  There’s a report that will do just that!

This report allows you to see where you stand with your fundraising efforts for this fiscal year to date (at the time you run the report).

Analysis -> Fundraising Reports -> Development Officer Impact Report

You can see the number of Committed Asks, Committed Revenue Asks, Committed Revenue from Prior Year Plans, Revenue from other sources, number of Visits, and Interactions.  *Committed means money received – and those gifts must be associated within your plan opportunities.*

You can click on your name under the “Development Officer” column which will drill into your Prospect Plans that are being counted in this report.