E-filing Your FEC Report
Custom Financial Report
Hot Tip - Edit Saved Reports
610 Gateway Center Way
Diego, CA 92102
“Thank you for all your work. We are so happy to be using your software.”
Anitra J. Beruti
Political Coordinator, HROC
“The customer service team at CompleteCampaigns.com went above and beyond to ensure our success. The software itself is easy to use, efficient, and produced superior results. Thanks CompleteCampaigns.com for a smooth, professional campaign! You made us look great.”
“CompleteCampaigns.com has shown their excellent support services time and time again since I have been using their Back-Office product for two years. There has never been a question on my end that they could not and did not answer within hours. If you are looking for a software vendor that stands behind their product and their word to help you accomplish your database needs, it is CompleteCampaigns.com.”
“You folks are nothing less than super-helpful!!”
Southwestern College Academic Action Group: PAC
“"I love your software and your support has been great.”
Steve Pierce for Mayor
We'd love to hear your positive feedback and suggestions about what we can do better.
At this point you are beginning to think about your next election or you’re in office. If you intend on running again, this is the time consider what you’ve learned from the last election and evaluate how you can do it better this time. BackOffice has many time and energy
saving features that you may be aware of, but we encourage you
to utilize our free unlimited support so you and your staff
can learn about all the ways BackOffice can help your campaign
run at peak efficiency. If you’ve never used BackOffice see
the the If you are newly elected to office then
we wish you and your entire staff congratulations. If you
recognized the value of BackOffice and are looking for an
analogous product for your time in office, consider
CompleteGov (also featured in this newsletter in the In this newsletter you’ll also find tips about efiling FEC reports and helpful step-by-step instructions form managing custom reports through BackOffice.
We encourage you to take full advantage of our products and unlimited support, and look forwarding to helping your campaign run more efficiently or time in office more productive.
• We have a 30
day cancellation notice required for
all of our products. If you have questions about this,
please call us at 888-217-9600
• Get your funds faster if you're using FundRaiser by signing up for direct deposit. Just call our finance department at 888-217-9600 to get set up.
• Check out our new political JobBoard, our free service for job seekers and employers alike.
Go To JobBoard >>
• Stay In Touch. We would like to stay in touch with you after all
of the post-election shuffle. Please click the link
below to give us your permanent contact information
so we can send you product updates and check in with
you from time to time.
Here to Send Us Your Permanent Contact Info >>
back to top
One of the first challenges a public official will come across is managing the confusing and time-consuming constituent management issues that flood in. Our CompleteGov constituent management software can help, with the same intuitive, easy-to-use database design that you’ve come to expect from our campaign management tools. We can help you track constituent requests, including the status of the case and any projects you’ve started to resolve the issue.
CompleteGov has no limit on the number of addresses, phone numbers or emails you can have for a given constituent. And our built in mail merge and email tools mean you don’t need to use multiple pieces of software to do one job. You can even limit your mailings to a specific number of random constituents.
You’ll be ready to go on day one. Learn more by calling us at 888-217-9600
BackOffice is a complete software package for managing a campaign. Our developers built it from the ground up to address the key issues facing campaigns today and put together a tool that makes running a campaign easier. For example, modern campaigns are often run out of several offices in different locations. Often the treasurer works in one office, the fundraiser in another and the field director in a third. When information comes in, it usually gets entered at least three different times into three different databases.
Triple-entry systems increase the chances of making mistakes and waste the time of campaign staffers. When the fundraiser wants to know whether a donor has sent in his check, she shouldn’t have to ask the treasurer.
Preview how it works >>
BackOffice solves this problem by providing campaigns with a single, web-based system that gives the entire campaign staff immediate access to any information added to the database, whether it’s done by the treasurer, the fundraiser or any other staff member, regardless of location.
Learn more >>
back to top
Tips for E-filing Your FEC Report
Every time a FEC report is due, clients will call about not being able to file their FEC report. This happens because the FEC server which is processing all those FEC reports is becoming overloaded. Since this is a FEC issue, not CompleteCampaigns.com, we have some recommendations for clients to prevent this from happening.
Start the report at least 2 weeks in advance to check for errors, etc.: If you run and check the report at least 2 weeks in advance, you can resolve errors, add missing items, etc, faster and send off your report before the actual filing due date.
Make sure you have your FEC passwords:Complete Campaigns.com does not have the passwords that are issued by the FEC. If you do not have the password, contact your Treasurer since they would have received one.
FEC reports are sometimes due on weekends: Sometimes the FEC report is due over the weekend. If this is the case, keep in mind that the FEC closes at 5:00pm Eastern Standard Time. So any help that you may need from your FEC Analyst, will need to be done by that Friday at 5:00pm EST, before the due date.
FEC report is always due by 12:00pm Eastern Standard Time: Anything past 12:01pm EST is considered late and you are subject to fines by the FEC. Try submitting your e-filing a few hours before the filing deadline time, in case, the FEC server becomes overloaded and prevents you from e-filing your report. This gives you a cushion to still submit the report and not waiting until the eleventh hour.
Amendments can wait:If you are trying to file an amendment before you file the report that is due at the moment, remember you can wait to file those amendments until the next day. This is especially important to remember if the FEC server is having problems. Make your first concern the report due at the moment, and file the amendments the following day when the FEC is not so overwhelmed.
Please remember these are recommendations in efiling your FEC reports and hope to alleviate any extra stress from the filers lives.
Focus-On - Custom Financial Reports
Custom Financial Reports let you run a report of the transactions you have entered in BackOffice. These customizable reports are a great way to keep track of your finances, and make very quick updates.
This tutorial covers:
Lesson 1: What is the Difference: Custom Financial Reports vs. Custom Report Generator?
Many of you are probably already familiar with the Custom Report Generator. Although the Custom Report Generator is a great way to pull phone lists, track supporters, and so forth, it has a different goal than Custom Financial Reports. The Custom Report Generator automatically looks for people, whereas the Custom Financial Reports looks for transactions.
Lesson 2: Understanding the Custom Financial Report Generator
Step-by-step instruction for using the feature and setting up your own custom report.
Lesson 3: Common queries
Common query tutorials laid out step-by-step for All Credit Card Contributions, A Specific Check Number, All Individual Contributions Since January 1st, and All Expenses with a Particular Category for a Specific Election, Sorted by Date then by Name.
Lesson 4: How to get the results you want.
You have two options to view your report—you may either generate it within BackOffice, or you may export it into Excel. If you need to make quick changes, get totals, or just want to see the report, use Generate. If you need to give this report to someone else, do different types of calculations, or just prefer to see it in Excel, use Excel Export.
Real full article >>
Renaming/Changing Saved Reports.
Saved Reports are the queries that users create under the Custom Report Generator and save for future reference. This HotTip explains how to rename, modify or delete your saved reports.
Where to find the Saved Reports
1. Go to the Management and select Saved Reports.
2. The Saved Report Manager will list all the Saved Reports (Queries) that have been created by all the users of the database.
To Delete a Saved Report
1. To delete a Saved Report (Queries), look for the query on the Saved Report Manager page. Once you located it, click on the delete icon located after the Modify button.
2. After clicking on the deletion icon, your deletion will be confirmed with “The deletion was successful.”
To Rename the Saved Report
1. From the Saved Report Manager page, click Modify button next to the query that you would like to rename.
2. This will take you to the Modify Saved Report page. Look for the name field under the Query Box.
3. Delete or type over the existing name to rename the Saved Report. Click Save.
To Change the Saved Report:
1. From the Saved Report Manager page and located the query that you want to change. Click Modify.
2. From the Modify Saved Report screen, you may make the necessary changes for your saved report in the Query Details area. Click on the Edit button, located on the left hand side to make those changes.
For more help on “Radio Buttons” in the Query Details area, please click here.
3. By clicking on edit, this has the saved report (query) be displayed in the Query Builder box. Here you can modify parts of a saved report (query) and when you are done making changes then click on Update Selected and then save.
Get your ideas published (and a little bit of
Internet publicity for yourself or your consulting firm) by submitting articles
to CompleteCampaigns.com's CampaignGuide.
CompleteCampaigns.com offers our
CampaignGuide to provide useful advice from experienced political consultants,
with in-depth, insider articles on everything from fundraising to voter contact
- and everything in between.
If you are knowledgeable on a campaign related subject and
would like to be published on our website, we encourage you to write an article
(of any length) and submit it to us for review.
We're looking for articles on the following topics or any
related topic you can suggest:
• Organizing your Political
• Creating a Campaign Field
• Running a Statewide Campaign
Writing Campaign Fundraising Letters
• Dealing with
When you submit an article, we include a brief profile about
the author, as well as a web linka and contact info for their company (if
applicable.) Email us with your articles, ideas or questions at email@example.com.
Since 2000 CompleteCampaigns.com has been
providing campaign solutions for fundraising, accounting and contact management,
online donation processing, form filing, voter contact, volunteer coordination,
and web site administration. The company serves over 800 clients in 26 states,
from local-level campaigns through Congressional and statewide races.
CompleteCampaigns.com has become an industry
leader in cutting-edge Internet technology for political campaigns. To that end
we offer unlimited product training and twenty-four hour emergency support.
Learn More >>
Please Remove Me From This Mailing List
You have been included in this mailing because you are a
affiliate or friend of CompleteCampaigns.com. If you wish
unsubscribe from our training and product updates, please click
here to unsubscribe.