A Query To Show How Much Has Been Pledged and How Much Has Come In

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I'm thinking there has to be a simple solution I'm not seeing.


Here's the story: My predecessor created a query to track pledges for an event in RE.  How much did people pledge, how much do they owe.  


The data that's being pulled up is sort of a hot mess, though.  The report pulls up who has pledged, and how much they've pledged. It shows the balance of the pledge.  However what's throwing me off is that if you made a payment towards the pledge that information can be found in the gift amount along with the pledge amount.  In order to get a total of what was pledged, I have to pay attention to the gift type and manually remove that from the query after it's exported into Excel.


I'm thinking there has to be a more eloquent way to do the query to show: This is the grand total we got pledged for the event.  This is the grand total of what hasn't been paid.  And then broken down by donor as to what they pledged vs. what they paid.  And creating a nice report.where pledge amount and paid amount aren't in the same column but broken out into separate columns with another column showing what's left.


Or, am I just thinking wishfully?


Here's the criteria: 

Gift GL Post Date = This calendar yr

AND gift type = Pledge

AND fund id = name of fund

OR appeal ID one of this appeal or that appeal


Here's the output:

Constituent ID

Name

Gift ID

Gift Type

Gift GL Post Date

Gift Amount

Gift Pledge Balance

Campaign ID

Fund ID

Appeal ID

Comments

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    Have you looked at Financial Reports > Gift Summary and Detail?  You can have column 1 be pledge, col. 2 be paid, col 3 be pledge with check box to show balance. 


    I know you said query but perhaps the query came from a report. Otherwise I think you'd need to take the query to Export to get a clean listing of Name / Pledge / Cash gifts or paid / Pledge Balance.
  • To get all the data you want displayed, I'm thinking you will need to export using your query.  You could try using Reports>Pledge and Recurring Gift Reports>Activity report.  I like it for pledge and payment details, but you won't get your  Const ID, Campaign, or Appeal.
  • Reports would be much more useful that query in this case or create your query FROM a report. 
  • RE Mantra:  Query is a grouping tool, not a reporting tool.  You can get the information you need via Export.

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