Report on past Due/Pledge Reminders Sent

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William Tolentino
William Tolentino
Ancient Membership 10 Comments Photogenic Name Dropper
in Blackbaud Raiser's Edge NXT®: General Discussion
Trying to create or find a report that shows Installments that are past due and include what reminders were/were not sent but can't seem to find anything that works.  i did a gift export and was able to include the reminders that were sent but so if a reminder was sent it'll show for which installment but can't seem to pull the installment past due date if a reminder wasn't sent.  Anyone have any luck with creating a report that shows this type of information.  I'm tjhinking there has to be away to pull such data but struggling to find it...
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  • Anna Warner
    Anna Warner
    Tenth Anniversary 25 Likes 10 Comments Photogenic

    William Tolentino:

    Trying to create or find a report that shows Installments that are past due and include what reminders were/were not sent but can't seem to find anything that works.  i did a gift export and was able to include the reminders that were sent but so if a reminder was sent it'll show for which installment but can't seem to pull the installment past due date if a reminder wasn't sent.  Anyone have any luck with creating a report that shows this type of information.  I'm tjhinking there has to be away to pull such data but struggling to find it...

    I would pull a gift query of those that are past due and then use that to base your gift export on. The export should show those individuals along with the fact that they have no reminders sent. Does that make sense?

  • Christine Cooke 2
    Christine Cooke 2
    Ancient Membership 1000 Comments 500 Likes Name Dropper

    William Tolentino:

    Trying to create or find a report that shows Installments that are past due and include what reminders were/were not sent but can't seem to find anything that works.  i did a gift export and was able to include the reminders that were sent but so if a reminder was sent it'll show for which installment but can't seem to pull the installment past due date if a reminder wasn't sent.  Anyone have any luck with creating a report that shows this type of information.  I'm tjhinking there has to be away to pull such data but struggling to find it...

    How about using the canned Past Due Report to generate a query and then exporting that as a constit export and including the Reminders Sent fields?

  • William Tolentino
    William Tolentino
    Ancient Membership 10 Comments Photogenic Name Dropper

    Christine Cooke:

    William Tolentino:

    Trying to create or find a report that shows Installments that are past due and include what reminders were/were not sent but can't seem to find anything that works.  i did a gift export and was able to include the reminders that were sent but so if a reminder was sent it'll show for which installment but can't seem to pull the installment past due date if a reminder wasn't sent.  Anyone have any luck with creating a report that shows this type of information.  I'm tjhinking there has to be away to pull such data but struggling to find it...

    How about using the canned Past Due Report to generate a query and then exporting that as a constit export and including the Reminders Sent fields?

     

    Yes, I've thought about this but for some reason you can't pull the installment that is past due.  If a reminder has been sent you can pull the instament that it is attributed to but if reminder has been sent there dosen't seem to be a way to pull this data...

  • William Tolentino
    William Tolentino
    Ancient Membership 10 Comments Photogenic Name Dropper

    Anna Warner:

    William Tolentino:

    Trying to create or find a report that shows Installments that are past due and include what reminders were/were not sent but can't seem to find anything that works.  i did a gift export and was able to include the reminders that were sent but so if a reminder was sent it'll show for which installment but can't seem to pull the installment past due date if a reminder wasn't sent.  Anyone have any luck with creating a report that shows this type of information.  I'm tjhinking there has to be away to pull such data but struggling to find it...

    I would pull a gift query of those that are past due and then use that to base your gift export on. The export should show those individuals along with the fact that they have no reminders sent. Does that make sense?

     

    I get that, but I'm also trying to pull the actual installment that is past due.  Which for some reason doesn't appear to be a field in the gift export

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