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...

Have you looked at the Pledge Status Report/Detail and the Cash Flow Reports? These may provide you with what you need.

We do not use an electronic process. Instead, we do a combination of reports at month end which Finance uses to complete their financial statements. We have been using the GL distribution grid on the funds to help us link gifts directly to the accounts in the GL. These show up in a Revenue report we...

This issue could be handled by the pledge status report - there is a check box on gift types for 'include outstanding pledges only' I would still suggest using a gift query if this doesn't encompass the fields you need. such as Gift date between X&Y, Gift Type = Pledge & Gift Balance...

Last year, we began using the term Process Date. This would allow for us to explain that the Gift Date in RE is our Process Date. The Process Date is described below: Cash or Pay-Cash: the deposit date Pledge: deposit date for payment accompanying the pledge card or the date other gifts are processed...

I am trying to make the Pledge Status report work to balance with accounting monthly showing pledge activity and all pledge balances. We do not use Financial Edge. This reports works well except for pledges that are paid off during the month since my criteria (query) includes pledges with balances >...

I'm trying to get some statistics on our pledge activity. Specifically, we want to know, of individual pledges to 3 specific appeals over the last three years, the number and percentages of pledges paid off on-time or paid off early. I've been "playing" with the Pledge Status report...

Does anyone know how to get a report of the planned gifts? We have the Planned Gift Module and since I can't get "planned gift" in the gift types on the pledge status report, I'm trying to find out if there is a report that will give me this information.

When I do my daily deposit, I run a Cash Receipts Journal and a Pledge Journal. These go to Finance with the checks. For monthly reconciling with finance, we run a Pledge Status Report and a Gift Summary and Detail for the month and year to date. For our multi-year Capital pledges we use a Cash Flow...

Under Pledge reports - You can run the Past Due report. This is the easiest way to track your past due pledges. Every day I balance my receivables by running the pledge journal and the Pledge status report. Laurel Quaintance Friends of Bassett Manager,Fund Development Services Cooperstown, NY 13326 ...