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Pledges paid off on-time or early

Last post 01-02-2009 9:30 AM by Sarah McBride. 3 replies.
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  • 12-31-2008 12:31 PM

    Pledges paid off on-time or early

    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??

  • 12-31-2008 2:48 PM In reply to

    • Sarah McBride
    • Top 75 Contributor
    • User Since: 2005
    • Posts 117
    • Organization: Blackbaud, Inc.
    • Products:  The Education Edge, The Raiser's Edge

    Re: Pledges paid off on-time or early

    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 0
    AND 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!

    Sarah McBride
  • 12-31-2008 4:15 PM In reply to

    Re: Pledges paid off on-time or early

    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

     

  • 01-02-2009 9:30 AM In reply to

    • Sarah McBride
    • Top 75 Contributor
    • User Since: 2005
    • Posts 117
    • Organization: Blackbaud, Inc.
    • Products:  The Education Edge, The Raiser's Edge

    Re: Pledges paid off on-time or early

    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

    Sarah McBride
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