Welcome to Forums Sign in | Join | Help | Forums
in Search


pledge status update

Last post 05-18-2006 3:03 PM by Beth Romano. 2 replies.
Page 1 of 1 (3 items)
Sort Posts: Previous Next
  • 05-18-2006 1:57 PM

    • Sara Kramer
    • Top 500 Contributor
    • Posts 19
    • Organization: Benedictine College
    • Products:  The Raiser's Edge, The Researcher's Edge

    pledge status update

    I am trying to get a pledge status report of pledges that had a balance before this fiscal year. I need to know what payments, write-off's, anything done towards those pledges this fiscal year.

    I thought a pledge status report would be the easy, handy dandy way to do this, but I'm not getting what I need. Is there a way to get all the pledges that had a balance as of 6/30/05? I've been using my query of pledges before this fiscal year and putting in gift dates of this fiscal year in the pledge status report. It prints everything regardless of having detail in the fiscal year and I don't want to have to export and filter out 500 pages.

    There has to be a simple thing that I'm missing!

    Any help is tremendously appreciated!

    Sara Kramer
    Benedictine College
    [Email Removed]
    Sara Kramer
    Benedictine College
    skramer@benedictine.edu
    (913) 360-7612
  • 05-18-2006 2:28 PM In reply to

    pledge status update

    If you want to see all the activity on a pledge I suggest the pledge activity report.

    Use your query in the report and put in the dates you want to see activity for and you should be good to go. Denise Stengl
    School Sisters of St. Francis
    Milwaukee, WI
    [Email Removed]
    Filed under:
  • 05-18-2006 3:03 PM In reply to

    • Beth Romano
    • Top 150 Contributor
    • User Since: 1997
    • Posts 64
    • Organization: Jewish Federation of Greater Harrisburg
    • Products:  The Financial Edge, The Raiser's Edge

    pledge status update

    I use the pledge status report on past campaign years all the time. I do not use a query, use all records, in the field: include all pledges dated, use the begining of the fund year, then in the date are use specific date begining with the same date as the you used before, then the end date of when every you need. Under filtes make sure you specify the correct fund id. If you have any questions please feel free to contact me dirctly. Beth S. Romano Jewish Federation of Greater Harrisburg
    Beth
    Jewish Federation of Gtr Harrisburg
Page 1 of 1 (3 items)