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Exporting A Pledge Report

Last post 12-16-2008 3:36 PM by Tracie Cassidy. 3 replies.
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  • 12-12-2008 3:19 PM

    • Cindy March
    • Top 25 Contributor
    • Posts 230
    • Organization: Long Island University
    • Products:  The Raiser's Edge, The Researcher's Edge

    Exporting A Pledge Report

    When I created a pledge activity report, I also created a constitutent output query.  Now I would like to use that query in export but don't know which export type to use.  I need to export pledge balance, pledge payments, payment amount and  payment date. 

    Thanks

     

    Cindy 

     

    Cindy March
    Associate Director of Planned Giving
    Long Island University
    cindy.march@liu.edu
    www.liu.edu/plannedgiving
    (516) 299-3913
  • 12-15-2008 4:12 PM In reply to

    • Tracie Cassidy
    • Top 10 Contributor
    • User Since: 2002
    • Posts 655
    • Organization: Children's Hospital Foundation
    • Products:  The Raiser's Edge

    Re: Exporting A Pledge Report

    Cindy - On the pledge activity report setup, you have the option of creating a Constituent query OR a Gift query. I'd create a gift query, that way you can use a Gift export!
    Tracie J. Cassidy
    Database Coordinator
    Seattle Children's Hospital Foundation
    Seattle, WA
  • 12-16-2008 1:52 PM In reply to

    • Cindy March
    • Top 25 Contributor
    • Posts 230
    • Organization: Long Island University
    • Products:  The Raiser's Edge, The Researcher's Edge

    Re: Exporting A Pledge Report

    Hi Tracie,

     Thanks for your response.  I did set up a gift query in the report, but I can't find the specific fields I want to export.

    Cindy March
    Associate Director of Planned Giving
    Long Island University
    cindy.march@liu.edu
    www.liu.edu/plannedgiving
    (516) 299-3913
  • 12-16-2008 3:36 PM In reply to

    • Tracie Cassidy
    • Top 10 Contributor
    • User Since: 2002
    • Posts 655
    • Organization: Children's Hospital Foundation
    • Products:  The Raiser's Edge

    Re: Exporting A Pledge Report

    Cindy -

    Pledge Balance is under the Gift Information heading. Payment amount & date is under Installments. You'll have to put date parameters in the criteria if you're looking for a specific time period.

    Good luck!

    Tracie J. Cassidy
    Database Coordinator
    Seattle Children's Hospital Foundation
    Seattle, WA
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