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  1. 12 févr. 2022, 00:37

    @Sherry Ladislas How do you determine whether a gift belongs to a campaign? Do you use the primary campaign source field on the opportunity? Or do you use a separate object (like GAU Allocations)?

     

    That will determine what report type will work the best for you. If you use Primary Campaign Source, I would just use the report type Opportunities and filter by the campaign source. If both household and organization gifts are created as opportunities, that should show them all.

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