Reports
Getting Started with Universe Search
Data Management and Duplicates
How to Merge Duplicate Records
If you check the boxes next to one or more rows, the Action dropdown lets you mark those pairs as Not Duplicate (a false positive) or Duplicate (confi...
Duplicate Report
The Duplicates Report scans your database and flags records that look like they might be the same person or organization entered more than once. It's ...
Fundraising Reports
Pledge Review
The Pledge Review report shows every pledge in your system — both "To Give" (personal giving commitments) and "To Raise" (bundling commitments). It gi...
Thank You Notes Report
Determine if your donors have been thanked properly! Quickly view contributions that haven't received a 'Thank You'. The Thank You Notes report provid...
Contribution Report
The Contribution Report is a powerful fundraising tool inside Campaign Deputy that gives you a complete, real-time view of every contribution recorded...
Duplicate Report
The Duplicate Report displays all possible duplicate entries connected to your account. The duplicates are determined based on whether entries match e...
Ask to Give/Raise Report
The Ask to Give/Raise Report is your central view of fundraising ask activity. It shows every person in your database who has an "Ask to Give" or "Ask...
Capacity Review
The Capacity Review report shows every contact in your database alongside their contribution history — broken down by Primary and General election fun...
Disbursement Report
The Disbursement Report gives you a complete view of all money going out of your campaign — payments to vendors, refunds to contributors, travel expen...
Raiser Review
The Raiser Review report shows all contacts who have a "To Raise" pledge on file, along with their pledge amount, pledge strength, due date, and total...
Call Time Report
The Call Time Reporting page helps you track and analyze the performance of your fundraising call time sessions. It brings together call volume, pledg...