Great news! There is now a single place to report against your mission trip giving. You can use the campaign functionality to setup reporting for your mission trips. 

Create and Archive Report-Only Campaign

  • Gather a list of active mission trips, making note of the starting and ending dates. In this example, we have two active mission trips: Guatamala and Peru

  •  In the V2 admin portal, navigate to: Finance > Designations > Campaigns > Add a new Campaign

  •  In the Name text box, type a name that reflects this is a reporting-only campaign

  • Copy the Name of the campaign and paste it in the Short Description and Long Description text box fields.

  • In the Fund search box, search for and select any fund. You will not be reporting against this selected fund, but the fund field is required to create a campaign. 

  • In the Start Date and End Date boxes, make sure you use a wide enough date range to capture all of the giving for the mission trips that are included in this report. For example: we started collecting donations for both of our example trips on January 1, 2017. We will stop accepting donations for our longest running trip at the end of 2021.

  • You can enter anything into the Designated Account Segment and DesignationCode, as this campaign is report-only

  •  You don't need to upload a photo, as this campaign is for internal use only

  • In the Participating Designations section, search for and select all mission trips that you wish to report against 

  • Click Save & I'm Done

  •  You will be returned to the Campaign index view. Scroll down to the campaign you just created and click the X to archive the campaign.

  • Click OK to confirm your choice 

Please note: Archiving the report prevents any payments from accidentally being attributed to this report-only campaign

View Report

  • In the Campaign index view, click the Use Advanced Search button

  • Click the Archived check box

  • Click Search

  • Click the Name of your report-only campaign 

  • Click on the Reports button in the upper, right-hand corner

  • Make sure you are on the Payment History tab

  • Scroll down to view the payments on-screen or click the Download Information button to export a copy of the payments to Excel

  • This report includes the participant being supported by the donation in the Communication Name column (AI)

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