Development Events, Communication, & Reporting

As of July 12, 2021, this "Learn Veracross" site has been deprecated.  It will remain live through December 2022, but will no longer be updated. All knowledge content has moved to the new Veracross Community.  Please update your bookmarks.

Learn about the various types of development events while also learning about communication and reporting within the Development module.


Appeals & Fundraisers
Group Events specific for Development typically fall under the Event Type of Appeal or Fundraiser. The Appeal and Fundraiser event types have a detail screen that differs from regular Group Events.
Constituent Reports
Here is the new version of this article in the Veracross Community. Overview Constituent reports can be created using the Advanced Report functionality specific for Development purposes. You can read more about advanced reporting here . There ...
Individual Event Tracking in Development
Individual Events in the Veracross Development module are used to track all contact made with constituents. Tracking contact allows schools to better manage the relationship building process between constituents and the school.
Summary Reports
Development Summary Reports are used to create reports based on development classifications to analyze giving, counts, participation, and other metrics. The summary reports use Giving History records (household and organization campaign specific records) for their source data.
What is the difference between a Summary Report and a Constituent Report?
Both Summary and Constituent reports are useful for Development reporting, but have different purposes.  Summary Reports allow for campaign-specific reporting in a summarized view of giving history data, grouped by a particular set of dev...
What is the Classification Value function field and how is different from the other Classification function fields (Classification Exists and Classification List)?
There are three different function fields that relate to classifications in different ways: Classification Value is used to search for constituents' classifications and any notes populated in the classification Classification Exists...
How can I make changes to the Annual Giving Summary document?
There are three text templates that can be configured to display data on Annual Giving Summary documents: Annual Giving Summary Household Annual Giving Summary Organization Annual Giving Summary Person These can be found on the System ho...
On the Development Homepage what does the “My Events for Review” report show?
This Development 2.0 report is user-specific and displays all events in which thecurrent user is either invited to attend or is assigned as the follow-up person after the Calendar_Reference_Date parameter. This report is available on the Dev...
What criteria are used to determine local and non-local Alumni group members?
The default criteria for each of these alumni groups are as follows: Local Alumni group — alumni who live within 10 miles of the school Non-Local Alumni group — alumni who live more than 10 miles of the school To update the dis...