Pledge reminders was my first thought also. Unfortunately to get what you want will still take some manipulation but would still be easier than "20 or so query merges". Even if you had to run 4 separate reminders in Mail for each of your letters. Do donors select a due date for payments or...

We're trying to implement a new monthly pledge reminder system for our phonathon pledges. Our student phonathon caller fills out an initial form when the donor pledges over the phone which would serve as their first reminder. However, we would like the rest of the system to be fairly automated. Here...

My solicitors want to be able to see when their assigned people fall behind on commitments or have installments due soon so that we can be more proactive about working with the donors instead of just sending reminders. I have looked at a ton of reports but some don't have solicitor as an optional...

Terry, Sorry but I beg to differ - if your software does it I may want a copy I looked at 2 donors - one who payment was due in April. He paid it in July. He does not show up on past due for May 31 or June 30. Second one had installment payment due July 19 - wasn't deposited/recorded until Aug 1...

The Pas Due Report does allow you to chose a specific date and not just the balances as of Today. On the General tab of the report change the "past due as of" option to whatever date you choose. I run these every month and have that option set to Last Day of Last Month. So even it I run that...

[quote user="Nicole McMorrow"]Maybe it's just me, but I find the ability to report on pledges very complicated. I am trying to create a simple report showing all unpaid installments due by a certain date (6/30/2010). The Past Due report is confusing and doing a straight query isn't...

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Unfortunately, none of the alternate report suggestions that forum member offered are going to work for the report my boss would like to see. So it looks like it will have to be a custom report using a gift output query that is created when I run RE' Past Due Report. Among the columns my boss wants...

Sounds like you'd have no problem creating the report if fields are available to export - I don't know that they are. I think you'd have to calculate it in your exported file based on pledge date and/or installement date. Alternative suggestion - look at the field options on the Mail>>...

We are just finishing a conversion from DonorPerfect to RE and I am trying to map out in advance the criteria and structure of some of the reports I will need to build when the conversion is complete. For what we have been calling a Default report I thought we could use RE's Past Due Report. I've...