Pledges paid off this month

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Sara Kramer
Sara Kramer
Ancient Membership 10 Comments Photogenic Name Dropper
in Blackbaud Raiser's Edge NXT®: General Discussion
I have to be overthinking this.  I need a report that will give me everyone with a pledge that was paid off within a time period (say this month) for donors with more than one installment.  Is there an easy report?  I've created a query for pledges with more than one installment, put it in the pledge status report and saved the query, ran the pledge status report again for outstanding pledges, sub'd the two queries, and now I am stuck.  How do I get only those pledges that were paid off in August?  Some of these pledges might be 5 years old.

THANK YOU!!!
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  • Alan French
    Alan French
    Tenth Anniversary 1,000 Likes 500 Comments Name Dropper
    Does the gift status date get updated when paying off pledges? That would be a really easy way of identifying them if it does! laugh
  • Sara Kramer
    Sara Kramer
    Ancient Membership 10 Comments Photogenic Name Dropper

    Alan French:

    Does the gift status date get updated when paying off pledges? That would be a really easy way of identifying them if it does! laugh

    Darn, that doesn't look like it gets updated.  I wish it would do it automatically.  Maybe I can get by with a query of gifts with pledge balance = 0  and latest payment made under the installment section of a gift query...Back to testing!

     

  • Tom Klimchak
    Tom Klimchak
    Tenth Anniversary 500 Likes 100 Comments Name Dropper
    Our gift processors run a daily report which identifies all the pledges paid off that day and then mark the Gift Status as "Completed" with a gift status date. 


    If you don't do that, then you can probably do it this way:


    Create a Gift Query that looks like this:
    Gift Type equals Pledge

    AND Gift Installment Number greater than 1

    AND Gift Pledge Balance equals $0.00

    AND Last Payment Made <ask>  (or whatever you want to put here)



    That should do it.  You might also be catching write-offs up in this query.  You could exclude those by removing any gifts with a Gift Status of Terminated.


    Does that work?

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