Mission Trips
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      1. Vision2 Systems Help Center
      2. Mission Trips

      Create and Archive Report-Only Campaign

      Use the campaign functionality to report against your active mission trips

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

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