Pledge Balance Reporting

Mija Nichols

My Development department has been asked to create a report at the end of every month of pledge payments/balances for that month. The question is, is the pledge balance based on the date the report is run, or on the report date parameters we stated? I've been looking at Pledge activity reports and the Pledge Balance seems to be based on "as of the day the report is run".

Mija Nichols

I got an answer from Chat Support: The pledge balance would be based on the date the report is run if on the gift types tab the "Calculate gift balance based on date range, campaign, fund and appeal" box is not marked.



So in conclusion, make sure you check that box if you want your monthly Balance reports to come out right!

Christine Robertson

Even with the check box, I have run into issues with pledge balances on these reports at times.  I've found it helpful to run this report after the previous month is completed, but before any gifts are entered for the next month.

Jodi Carlson

I use this report to show all of the pledge payments and installment due dates. I use the a date range to include all pledges and payments and leave the check box unchecked for "Calculate gift balance based on date range, campaign, fund and appeal""Calculate gift balance based on date range, campaign, fund and appeal". The output shows all pledge payments, pledge installments made,and outstanding installments with scheduled dates.

John Heizer

Christine McMinn:

Even with the check box, I have run into issues with pledge balances on these reports at times.  I've found it helpful to run this report after the previous month is completed, but before any gifts are entered for the next month.

One thing I found out the hard way, the Campaign, Fund and Appeal (maybe also package) on the payment must exactly match the data on the pledge, otherwise the payment won't be calculated to get the correct outstanding pledge balance.

James Andrews

If there's one thing that should inspire you to do custom reporting through crystal or access, it's pledges.  RE's pledge reporting is spotty, but exporting pledge, installment, and payment information leaves you with a nice clear set of data you can report on easily.

Elaine Tucker

James Andrews:

If there's one thing that should inspire you to do custom reporting through crystal or access, it's pledges.  RE's pledge reporting is spotty, but exporting pledge, installment, and payment information leaves you with a nice clear set of data you can report on easily.

James, do you have a crystal report you'd be willing to share?