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activity report (RSS)
  • Report Roundup: The Activity Report

    The Red October's caterpillar drive made it virtually invisible to sonar. Your constituents and their gifts don't exactly run silent or run deep, but going from gift tab to gift tab isn't the best way to get a fix on the status of their pledges and recurring gifts. The Activity Report accounts...
    Posted to Weblog by Douglas Clinton on 10-08-2009
  • Re: MIP Sage Fund Accounting

    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...
    Posted to Forum by Ashley Hatfield on 10-08-2009
  • Re: Pledge reporting for accounting

    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...
    Posted to Forum by JoAnn Strommen on 04-03-2009
  • 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.
    Posted to Forum by Charlotte Ory on 02-23-2009
  • Exporting A Pledge Report

    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
    Posted to Forum by Cindy March on 12-12-2008
  • Re: Pledge Write-off report/query?

    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...
    Posted to Forum by Elizabeth de Almeida on 08-22-2008
  • Pledge Reporting - Help

    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
    Posted to Forum by Jocelyn Hummel on 08-22-2007
  • Current Pledge and Cash with GL Distributions

    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....
    Posted to Forum by Rupinder Kaur on 09-12-2006
  • Pledge Report

    You might want to run a query first of all the pledges with a zero balance. With this query, you can use a Pledge Activity Report, and hopefully, this will give you what you want. Kamong Riddick Data Coordinator Easter Seals Arkansas [Email Removed]
    Posted to Forum by Kamong Riddick on 07-21-2006
  • 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]
    Posted to Forum by Denise Stengl on 05-18-2006
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