I am working on a report that includes all gifts from FY08 - July 1, 2007 to June 30, 2008 but does not include payments from any prior year pledges. When I run the Gift Detail and Summary Report it includes payments from prior year pledges. Is there a better report to use?

Thanks,

Linda

Linda Watterworth

New College Foundation

I would suggest that you try using a Gift Query in that report limiting it to only the gifts you want.

On a similar note, I am trying to run a report that includes prior year OUTSTANDING pledges only for this year and previous years. Can anyone help me???

This issue could be handled by the pledge status report - there is a check box on gift types for 'include outstanding pledges only'

I would still suggest using a gift query if this doesn't encompass the fields you need. such as Gift date between X&Y, Gift Type = Pledge &  Gift Balance greater than 0

But say I only want the pledge amount for this year, the Company pledged $1,000 for this year and $1,000 for next year when I run the report it says they owe $2,000, but that is not true, they owe $1,000 this year and then next year they owe the other $1,000. Does that make sense?

You're looking for a Cash flow report.  It's just a little definition switch. The PLEDGE is correct sying that there is $2,000 pledged and not paid for. What you are looking for is a report showing cash flow or when payments on the pledge are expected. If you have scheduled your pledge installments the Cash Flow report can help you.

The Cash Flow report allows you to define the time periods so based on your example I would put dates in for this year and dates in for next year under report periods.

The cash flow report is based on your installment dates.  Presuming you set up and installment schedule to pay the $2000 in 2 payments (one this year and one next) then it shoudl work for you.  What you want your report to show is installment amounts not pledge amount.

One other options is the past due report.  You can stretch the capabilities of this report to show anything that is outstanding up through any date you want.  Basically you can tell it to show you anyone who WOULD be past due IF they have not paid by the end of the year.  It is not just for showing who is past due as of today.

Thank you both!! The Cash Flow report is exactly what I was looking for! I appreciate your help!

Lara