I feel like I'm having a much harder time with a pledge report then necessary. What I need to do is get a list of all pledge payments that are either due or outstanding. The problem is I can get lists that show total balances, first installment dates etc... But I can't get a list that says John Smith $500 payment is due is Aug 15 (or was May 2) etc... Am I missing something totally simple here? I tried the Reminders Report in Mail but that seemed to be missing a huge chunk of information. Your help in keeping me from going out of my mind is much appreciated. Maryanne Nigro Development Associate/Database Administator American Academy in Rome

I am no help but I am curious to see if anyone else knows. I had this same problem last week! It ended with me quering and hand editing a lot and I don't want to do that again. Good luck, Beth Ransom Foundation Assistant Botsford Foundation

Try the Cash Flow report and use the time frames to determine when each payment is scheduled.
I usually like to think about what I really need to know and see on a report and half the time, things I think we 'need' and get bogged down in aren't really necessary. If I only send pledge reminders once a month around the 15th, there really is no need for me to see a report with the actual dates scheduled.

Depending on the task I'm trying to manage - I find many of the canned reports helpful. For Instance, if I'm budgeting postage and supplies for pledge reminders next year - I will look to my cash flow reports because I have to break my budget down monthly.

Exports can also be pretty helpful if you're trying to figure out how many quarterly, monthly, etc. installments you may have going - I sometimes use export and query to weed out some like my payroll deduction folks.

Hope this helps Laurel Quaintance
Friends of Bassett
Manager,Fund Development Services
Cooperstown, NY 13326
[Email Removed]

Use the Pledge Activity Report. It lists the original pledge date, all installments (up to the end date you specify on the report), and all payments.


Jocelyn Hummel
Chadwick School
[Email Removed]
Chadwick School, California