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I'm trying to get some statistics on our pledge activity. Specifically, we want to know, of individual pledges to 3 specific appeals over the last three years, the number and percentages of pledges paid off on-time or paid off early. I've been "playing" with the Pledge Status report hopeing for some results I could then manipulate via output and regular queries, but so far, no luck. Any thoughts??
Hi, Jeanne. It requires a bit more manual work, but I'd recommend going through the steps in BB373953: How to report on the total number and percentage of pledges paid off early or on time for a particular appeal.For your objective (3 appeals in the last three years), you can just modify the query criteria in step 2 as follows:Gift Information, Gift Type equals Pledge AND Gift Information, Pledge Balance equals 0AND Gift Information, Gift Date between [1/1/06-12/31/08] (or whatever the appropriate date range is)AND Appeals, Appeal ID one of [the three appeals] I hope this helps. Happy New Year!
Thanks, Sarah. That's exactly what I just finished doing without having found that BB Solution. Believe me, I searched the Knowledgebase numerous ways and never came up with anything close to the one you sent. Thanks for finding it and sharing it!
Jeanne
Jeanne, I'm glad you were able to figure it out on your own! If you remember what you searched on, I'll be glad to add it to the Knowledgebase solution so it will be easier for others to find in the future.Happy new year!Sarah