ePledge Reporting Instructions - University of Rochester United Way Campaign

Reports are campaign management tools for your use in running an effective campaign. Please do not publish, distribute, or post reports.

For assistance with reporting, please contact Jess Portanova via email (jessica.portanova@rochester.edu) or at (585) 602-0771.

The guidance on this page is also available to download for reference.

Note for new Coordinators

Any new Coordinators for the 2025 campaign will need to reach out to Jess Portanova, and she will run a report and send it to you. Any existing Coordinators, please follow the instructions below.

Reporting instructions

As a United Way Department Coordinator, you will see this page when you first sign on to ePledge:

To enter your 2025 pledge, ou must switch to the donor screen by clicking “Chg to Donor” in the top right corner (circled in green above). To switch back to the “Welcome Coordinators” page click the “Chg to Coord Role” in the top right corner or “Coordinator Home”. (The screen shot above says “Chg Admin” because it is my screen; your screen will say “Chg to Coord Role”.)

Throughout the campaign, you will be able to run four reports by clicking “Reports” (circled in yellow above and below). The reports will be automatically tailored to your department. Note, Retired and TAR employees are not included.

EMPLOYEE LISTING: A listing of all employees that fall under your coordination and their response status.
NO RESPONSE REPORT: A listing of employees who have not yet responded to the campaign.
RESPONSE REPORT: A listing of employees who have responded to the campaign.
SUMMARY REPORT: Reflects dollars pledged, number of donors and % participation. The 2025 Campaign is to the right and the 2024 Campaign is to the left.

Click the radio button to select the report you wish to run then click the blue “SUBMIT” button. The report will be listed in the “Report Output” section. See example below. It may take a minute or two for the report to become available; click the “REFRESH” button to update. Report is ready when Status = Ready. Click on the report name to save the report to your computer, then open. Note that reports are run in two formats – csv (similar to Excel) and pdf. During the course of the campaign this section could get quite large. See instructions at bottom of screen for deleting reports.

Suggested reporting timeline

March 19

Run the “Employee Listing” report to get a list of all employees in your department for use in campaign communications.

March 19 to May 16

Run the “No Response” report to get a list of employees who HAVE NOT yet responded to the campaign for use in follow-up communications.
Run the “Summary” report to get department wide data on 2025 vs 2024 dollars raised and % participation.