Exporting pledge date

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Hello, I'm trying to pull some EOY numbers and want to look at gifts that were made between a certain date range, however when I pull this list it includes pledges that were paid off, and I do not want to include pledges that were made earlier in the year and then paid off during this date range. Is there a way to pull the pledge DATE in the export so I can sort and omit those gifts from my list? Thank you in advance! -Meredith
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Meredith Lynch:
    Hello, I'm trying to pull some EOY numbers and want to look at gifts that were made between a certain date range, however when I pull this list it includes pledges that were paid off, and I do not want to include pledges that were made earlier in the year and then paid off during this date range. Is there a way to pull the pledge DATE in the export so I can sort and omit those gifts from my list? Thank you in advance! -Meredith

    Are you doing an export from a report or the Export function?  If you are using the export function, you could add Gifts > Gift Date to your output.  I'd also output Gift Type so you can verify that it was a pledgeg. 

    Clean up will be a bunch of manual busy wrok but I think you'd get the info you asked for.

  • Meredith Lynch:
    Hello, I'm trying to pull some EOY numbers and want to look at gifts that were made between a certain date range, however when I pull this list it includes pledges that were paid off, and I do not want to include pledges that were made earlier in the year and then paid off during this date range. Is there a way to pull the pledge DATE in the export so I can sort and omit those gifts from my list? Thank you in advance! -Meredith
    Can you describe what you DO want - what are you including in your report? Why you do not want these pledges? They count as revenue for your FY - Paid off or not.

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