Report of pledge installments due this month

Donna Jared:

Hello!  I need to find a report that pulls a listing of pledge installments due this month.  Can anyone help me please?

thanks,

Donna

I would also like to know if this report is in RE. I actually had to use Access and the RODBA to figure this out.

JoAnn Strommen:

Do you want those past due and due this month?  That's easily done thru reminders.  Will post more directions one I know if you want past also.

Here are two knowledgebase solutions that describe process.  Pretty easy once you try it. 

How to print, run, or send Pledge Reminders (includes demo)

To create preprinted reminders: In Mail, select Reminders and click New. On the General tab in the first Reminder type drop-down, select 3 column remindersBB69806

How to create pledge reminders for only installments due during a specific date range

Reminder type: Per installment Gift Date: [specific range] Run Date: [last day of gift range]

We use this function every month with a reminder type of custom data so we can include amount already paid.  Key thing is to understand how RE used Run Date field - actually should be call "due by" and a separate field for date of run.