I am struggling to create a report that will give me the following: Donor Name, Amount received to date, amount expected to receive by the end of the year In the past I have used the gift detail and summary report, but this year we started using recurring gifts and I would like the "expected"...

LOL - just got an email from BB for a case opened in 2008 - For those wondering what some of the problems have been, this was a significant problem in reporting for us: "about the Past Due column showing incorrectly in the Cash Flow Report in The Raiser's Edge. This was an issue that has been...

Have you tried the Cash Flow Report under Pledge and Recurring Gifts Reports? Nancy Fralin Annual Fund Coordinator CHIP of Roanoke Valley

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Hi Ryan, If I understand you correctly, what might be helpful would be the cash flow report and past due report using gift type of recurring gift. You set the date ranges you want to look at under the tab report periods.

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

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...

Say, I think the universal favorite is the gift detail and summary report. It's pretty basic but is also quite versatile. For receivables, try the cash flow report (under pledges and recurring gifts report).

I am curious to know if anyone who is working with both Raiser's Edge for gift processing and Jenzabar for their financials has encountered any problems with the Cash FLow Report or might have any suggestions to alternatives. The problem arrives when trying to run the CF Report after the fiscal year...

We are in the midst of a Capital Campaign and I have been tracking pledges for a while. I set up a Cash Flow report,(reports/pledge/cash flow) with this year divided by quarters and later years either in half or by full year. I run this report quarterly to see what is scedules or over due. We are still...