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Help! -Gift Detail and Summary Report

Last post 02-23-2009 1:08 PM by Charlotte Ory. 1 replies.
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  • 02-19-2009 2:07 PM

    • Ashley
    • Not Ranked
    • User Since: 2008
    • Posts 13
    • Organization: Washington Academy
    • Products:  The Raiser's Edge

    Help! -Gift Detail and Summary Report

    I need to print out a financial report for last fiscal year. I am printing in order of people who gave, so for example there is a person who has a pledge over 5 years and there are like 20 payments. It shows the payments, but it doesn't show what the pledge balance is as of June 30, 2008. I need this to show what remains for the balance, but also show the payments made. Thanks for any help!

  • 02-23-2009 1:08 PM In reply to

    Re: Help! -Gift Detail and Summary Report

    If you go to Reports, Pledge and Recurring Gift Reports and run the Activity Report, this will give you a list of payments and the remaining pledge balance.

    Charlotte Ory
    Raisers Edge Consultant and Trainer

    07834 407 858
    charlotte@charlotteoryconsulting.co.uk
    www.charlotteoryconsulting.co.uk
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