Open Pledges Not Showing up on Gift Detail & Summary Reports

Do you mean that some of your pledges are showing?  By open pledges, are they pledges with partial payments?


How do you have your columns set up? My most used report has column 1 Cash (cash and recurring paycash); Column 2 Pledges (pulls full pledge amount - I don't have box checked to just report balances / Pledge and MG Pledge) Column 3 stock


As to a sudden requirement to enter pledge installments, I wonder if your batch (if you use batch) defaults got changed. To the best of my knowledge there has always been a pop up for installments when I enter pledges. If it's just annual with today's date, I can just his escape. Not sure what change would have caused that for you.

Hi Stacy-


If the pledges are not displaying in your Gift Detail and Summary report, it's likely a result of one of the following issues:


1. Those pledges don't fall within your Include criteria (your query) on the General tab


2. The pledges don't fall within your date range on the General tab


3. The pledges were made by constituents you are excluding with your Inactive, Deceased, or No Valid Address checkboxes


4. You have filtered out those pledges on the Filters tab by the Appeal, Campaign, Constituent Code, or Fund


5. The only pledges that would display in your report are fully paid off which is why you don't see them in the Pledge Balance column


I would compare your report parameters against the items listed above and see if you can find a match.

Hi


Have you received an answer? I am running into the same issue. Mine are showing in my query, but when I run the report they are not on there. I think it has to do with the fact they paid the pledge balance in a month I'm excluding. Lisa


The last column is the pledge balance column - it should have $250 as it was open pledge as of cut-off date