New Cash and New Pledges

Quanitra Thurston · November 2015

Need help trying to capture New Cash and New Pledges received in the FY 2014-2015. I completely the query, but I'd like to exclude payments made on pledges established in previous years. Has anyone created a query like that before?

Renee Klish · November 2015

You should be able to capture this information in a canned report. Under Reports, Financial Reports, Gift Detail and Summary Report.

JoAnn Strommen · November 2015

If I remember correctly to report as you outlined is not as easy as it should be. There were some old forum discussions on this. I may be wrong but I'm thinking that it wasn't possible in a canned report to pull current year cash gifts, and payments current year pledges withouth getting payments to older pledges also.

This is knowledgebase solution for

How to report on payments against only current year pledges

https://kb.blackbaud.com/articles/Article/37538

Think it's a two report process to then also report on cash gifts for the fiscal year.

Quanitra Thurston · November 2015

Thanks for this! I think you'r right, this will have to be two reports.

Christine Cooke 2 · November 2015

If you query the fiscal year as the gift dates, and gift type should include any of the types that does not have "pay-" in front of it, you should be able to use that through a report or export and filter just gifts that are during that FY.

JoAnn Strommen · November 2015

If I'm understanding what original question was...

Unfortunately, Christine, excluding all the 'pay-...' will also exclude payments made to 'new pledges' (pledges made in fiscal year) which user wants included.

We tried to run this type of report years ago for our auditor or YUSA but it didn't prove possible. I believe our finance office now generates it looking at the GL info as accounts receivable short terms vs. accounts receivable long term.

New Cash and New Pledges

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How to report on payments against only current year pledges

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