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
In the Campaign index view, click the Use Advanced Search button
Click the Archived check box
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)