Pledge Balance at a specific Date

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Andrew Edwards
Andrew Edwards ✭
Fifth Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussion
I'm trying to create a report or query that will allow me to pull the balances of pledges within our RE database but I'm having trouble creating a report as of a specific date, 6/30/2019 for example. The only query's I'm finding myself able to create give me the current balances. Any help would be greatly appreciated! 
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  • Mark Guncheon 2
    Mark Guncheon 2 ✭
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic
    I would recommend using export. Gift type of pledge and matching pledge but then use gift balance instead of gift amount.

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  • Elaine Tucker
    Elaine Tucker ✭
    Ancient Membership Facilitator 2 Name Dropper Photogenic
    As far as I know, this is not something easily done in RE - (wish oh wish oh wish it was).  In order to query on pledge balances as of 6-30-19, and you're querying on this AFTER 6-30-19

    try this:
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    You would then need to export and manipulate from there.  I'm currently working on a crystal report to calculate balances as of "date", but it's taking quite a while to get the links and formulas to work.  Oh how I wish that RE had a "balance as of  DATE" query criteria.




     
  • Elaine Tucker
    Elaine Tucker ✭
    Ancient Membership Facilitator 2 Name Dropper Photogenic
    Edit #1  on my criteria - you need to REMOVE the gift type "Pay Cash" criteria because it's NOT Logicial - a gift can't be a "pay cash" and a"Pledge" with a balance of zero at the same time 


    Edit #2 - best results are when you set up 2 queries - one with Pledge balance = 0 and a 2nd with Last payment date > 7-1-19 AND Pledge Balance = 0 and then merge the two.

     
  • Diane Marks
    Diane Marks ✭
    Ancient Membership Photogenic First Reply
    Not sure if this is what you need, but try running a Pledge Status Report. 

    On the General screen enter the date range.

    On the Gift Types tab, select "Calculate gift balance based on the date range, campaign, fund and appeal" located near the bottom of the screen.


    Hope this helps.


     
  • Judith Minder
    Judith Minder ✭
    Tenth Anniversary First Reply
    I agree with Diane Marks.  I've used this report since I've started using RE and it works great!
  • Elaine Tucker
    Elaine Tucker ✭
    Ancient Membership Facilitator 2 Name Dropper Photogenic
    I tried using the report that Diane Marks‍ suggested, but it doesn't work for us because we want ALL pledges with a balance as of "DATE", but the date parameter "as of" on the general tab limits your report. I ran it with 1/1/1900 and it gave me all pledges and all payments AFTEr 1/1/1900.  I ran it with date as of 6/30/19 on the general tab and it gave me all pledges AFTER that, but not before.

     
  • Diane Marks
    Diane Marks ✭
    Ancient Membership Photogenic First Reply
    I run this report and choose "Specific Range" from the drop box.  When you make that choice you will be able to put in a start date and an end date. As an example Start date of 1/18/15 and an End date of 12/31/18.  You'll just need to determine your dates.

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