Pledge Installments Projection Report

With the Pledge Installments Projection report, you can view detailed information about your current and projected pledge revenue, grouped by constituent or designation, for a specific time period. You can select to view pledge balances as of the current or previous date. You can also select how far in advance and at what interval to project pledge revenue amounts based on known installment schedules and write-offs.

• To forecast anticipated revenue from pledge installments, view balances as of the current date and select the interval for projections.

• To view a historical snapshot of balances and projections at an earlier time period, view balances as of the previous date. When you select to view balances as of a previous date, the report does not include any pledges, installment payments, or write-offs added after the selected date.

For each constituent or designation, you can view the total balance of its pledges as of the selected date, its total pledge amount past due, and total amounts due and projected from pledge installments for the selected time period and intervals. For example, if you select to view projected amounts for the next two months, the report displays the remainder for the current month and the projections for the following two months.

To view the details of the pledges associated with a constituent or designation, you can expand the constituent's or designation's node in the report. To expand a node, click its plus sign. To help navigate through the information, the Pledge Installments Projection report applies different colors to the rows for pledges and the sum totals. For each constituent or designation, the sum total of the pledge activity appears in a dark blue row.

Note: When you select to view pledge activity by designation, the amounts associated with a designation include only the pledges applied to that designation, not pledges applied to other designations associated through a designation hierachy.

To view additional information about a constituent, designation, or pledge, click its link in the report.