Pledge Date in Gift Query/Export

Angela Grijalva

Hello all,

Our auditors asked me to provide a detailed report of all Cash and Pay-Cash received last year with gift type so they can identify pledge payments.  Easy enough. 

They also asked me to provide the date of the originating pledge for Pay-Cash.  I do not see a way to get the date of the originaing pledge in a query or export.  Does anyone know if this is possible so we don't have to do it manually?

Thanks! 

JoAnn Strommen

Angela Grijalva:

Hello all,

Our auditors asked me to provide a detailed report of all Cash and Pay-Cash received last year with gift type so they can identify pledge payments.  Easy enough. 

They also asked me to provide the date of the originating pledge for Pay-Cash.  I do not see a way to get the date of the originaing pledge in a query or export.  Does anyone know if this is possible so we don't have to do it manually?

Thanks! 

 I think there are several ways to get your info.  If you want a canned report see knowledgebase solution belowe.  This works well but it can be very lengthy as it lists every pay-cash.

If you just want listing of pledges and pledge dates in a query select Gift Information > Gift Type equals pledge; Gift Date between 1/1/XX and 12/31/13.  That will generate a list of pledges with pledge date. 

You could also do Gift Summary as described in knowledgebase solution  BB490826.

 If you have further question, post again...

______________________ 

From Knowledgebase:

 How to report on pledge payments within a specific date range to pledges within a specific date range and include the original pledge

Solution ID:BB527348Product:The Raiser's Edge 7Published:09/15/2008Updated:09/25/2009

Description

How to report on pledge payments within a specific date range to pledges within a specific date range and include the original pledge

Answer

1. Create a new gift query



2. On the Criteria tab, select:



Gift Information, Gift type equals pledge



AND Gift Information, Gift date between (specific date range of pledges)  (SET YOUR DATE RANGE TO BEGIN WHENEVER BUT END PRIOR TO START OF THIS FISCAL YEAR)



3. Create a Pledge Activity Report  (USE GIFT QUERY AS RECORDS TO INCLUDE)


4. On the General tab, specify the date range of the pledge payments