Hi, I'm in the process of translating a donor retention plan into RE-speak and wondering if anyone else has done something similar that they'd share their best practices. In essence it is a series of follow ups and my initial thought is to query on constiuents who have performed a certain action...

I need to pull everyone that has a pledge payment due and I want to also pull the total amount of their pledge, what they still owe on it, and how much is due right now. Does anyone else run queries or reports like this? Would you mind sharing how you do it? I can't quite get all the informaiton...