Brian, Because RE treats recurring gifts differently than pledges don't know that it's possible. At least I haven't found anywhere that will project recurrring gift payments. You may have to export to excel and then format a multiple function based on number of months remaining.

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"...

We have a requirement of our trustees to either give or secure a set number of donations per year. Is there a report or have you been creative and created a report that either shows a summary or detail of the following: Trustee name, total personal gifts, total gifts solicited Currently I use a Trustee...

Katie, See if this helps. If not post again. There must just be something goofy. Solution ID: BB194553 Product: The Raiser's Edge 7 Published: 04/06/2005 Updated: 09/21/2009 Description Unable to include the Totals column when running the Gift Detail and Summary report in Detail Environment Occurs...

According to solution #BB9041, for a Gift Detail Report, "If on the Gift Types tab, Pledge is selected as a gift type to include and the 'Use Gift Balance Instead of Gift Amount' checkbox is not marked, the adjusted pledge amount appears rather than the original pledge amount." Does...

I am looking for advice re: most precise way to extract cumulative giving information. I require 2 reports: 1) Total cumulative giving and 2) Total giving for 2009. This is what I have done so far: I've created a query asking for the total receipted amount and used it with an export which uses the...

Denise - Mine is the Gift Detail & Summary Report in Financial Reports. We run it weekly to show YTD campaign totals.

I normally run the "Gift Detail and Summary Report" in order to ascertain the total gifts and pledges to a particular fund, as well as number of gifts and donors. I recently ran a "fund comparison report" and a "Fund performance Analysis". The numbers on these forms differed...

We want to report to our Board the value of new gifts received and/or identified this fiscal year (only). We are trying to update the Fund Detail and Summary Report we have used for years. In Fall 2008, we added PG Tracker, so can now keep track of initial planned gift amount, cash received toward that...

I'm tied in knots. My excel export says that we mailed an appeal to, say, 10,000 people. (That's what is in the organization's shared file for everyone to see.) I noted the appeal on these constituent's Appeal tab as well. However, when the records were merged and husbands and wives received...