This seems like such a simple one, but I have had one heck of a time with it. I need to run an Aged Receivables/Pledges Report on outstanding pledges as of a certain date. The Activity Report allows you to calculate the balance as of a certain date range but it doesn't age it (put it in the appropriate...

You could create a guery asking for gift activity during a 10 year period, then export. You'll export to excel, your export file should specify total giving for each year 2009, 2008, 2007 etc. This could help you identify the donors you're looking for. I process this report annually but I don't...

If you have Prospect Tracking or Moves Management reports that your organization is using would you kindly share sample templates with me? These could be custom or any of the standard RE reports. Thank you, Lori Hutson Annual Fund and Information Management Manager Planned Parenthood Arizona

Hi- Our Finance Department uses MIP, and for pledges we create a pledge activity and a new pledge report. Finance I believe manually adjusts in MIP as needed from that. For The account numbers-- we use the FUND DESCRIPTION, because our accnt numbers are too long for the Fund ID. We name the fund in the...

Dianne, I'm not sure if it will be exatly what you're looking for but have you tried the Reports >> Pledge and Recurring Gift Reports >> Activity Report? You can show any activity for specified time period (last month/this month etc.). Maybe try it using all records as query doesn't...

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.

When I created a pledge activity report, I also created a constitutent output query. Now I would like to use that query in export but don't know which export type to use. I need to export pledge balance, pledge payments, payment amount and payment date. Thanks Cindy

Hi there, There is a report I find very useful for outstanding pledges and I have given this report to our Fiscal Department, of which they have been satisfied with for the Auditors. The name of the report is Activity Report. It can be found under the category of pledge reports. This report will tell...

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

i use the pledge activity report. Under the gift filter tab, i select option 1 and 4. This report gives you all the pledges (past and current), and the current balance. it also shows you any payments that came in for past and current pledges. this is the report i always use to reconcile with the GL....