Pledge Report

The Pledge Report is located in the CSRconnect Admin Portal. From Admin tools, navigate to Reporting, Standard Reports, Give, Pledge Report.

The following columns are available within the Pledge Report:

Term Definition
Employee ID Column data is from client HR data.
Employee First Name Column data is from client HR data.
Employee Last Name Column data is from client HR data.
Anonymous Donation

True/False - Did the user choose Anonymous Privacy Preference?

  • If true, 1

  • If false, 0
Donation Type

Includes:

  • Payroll

  • Payroll Pledged - Donation that has not yet completed or entered the processing cycle. These can disappear from the report and interpreted as canceled until they are pulled into a change file.

  • Payroll Match

  • Offline

  • Offline Match

  • Credit Card

  • Credit Card Match

  • Cause Card
Payroll Deduction Frequency

Applies to payroll

  • One time

  • Recurring
Gift Type Displays the external organization code (only applies to offline donations)
Donation Created Date

The date the donation was made in the system

For payroll, this will be the date the payroll compare is run and a transaction is created in the system.
Donation Date

Date the user recorded the donation in the platform. For payroll purposes, this date varies for recurring donations based on Payroll Compare.

For offline donations, this is the original donation date entered by the user rather than the date recorded in the application.
Payroll Pledge Date For payroll, payroll matches, and payroll pledges: This is the pledge start date.
Payroll Pledge Create Date For payroll and payroll matches: This is the date the payroll pledge was created in the system.
Unique Donation Date

When pulling the report by donation date, this is the donation date itself.

When pulling the report by pledge created date or pledge effective date for the payroll, payroll match, and payroll pledge donation types, this will use the pledge created date.
Charity ID The unique ID in the YourCause system for this charity or organization.
Charity EIN Charity registration ID according to the charity feed from Blackbaud Verified Network. This is the charity's official ID, and is also referred to as Tax ID, bank identification number (BIN), employer identification number (EIN), registration number, or Government ID.
Charity Category Charity’s category based off of the National Taxonomy of Exempt Entities (NTEE) code or the respective country's charity classification system
Charity Name Charity or organization's name
Charity Designation The user's designation or directions included when they made their donation or pledge.
Charity Address 1

Charity’s address

Column data is from Blackbaud Verified Network.
Charity Address 2

Charity’s address (continued)

Column data is from Blackbaud Verified Network.
Charity City

Charity’s city

Column data is from Blackbaud Verified Network.
Charity State

Charity’s state

Column data is from Blackbaud Verified Network.
Charity Zip Code

Charity’s postal code

Column data is from Blackbaud Verified Network.
Charity Country

Charity’s country code

Column data is from Blackbaud Verified Network.
Employee Email

Employee’s email address

Column data is from client HR data.
Employee Status Active

True/False - Identifies whether this is a current employee

  • If active, TRUE

  • If inactive, FALSE

Column data is from client HR data.
Employee Work Address 1

Employee’s work address

Column data is from client HR data.
Employee Work Address 2

Employee’s work address (continued)

Column data is from client HR data.
Employee Work City

City where employee works

Column data is from client HR data.
Employee Work State

State where employee works

Column data is from client HR data.
Employee Work Country

Country where employee works

Column data is from client HR data.
Employee Work Zip Code

Postal code for employee’s work location

Column data is from client HR data.
Transaction Medium

Method used to conduct the transaction

Applicable types listed include:

  • For fundraisers - “Fundraiser”

  • For an Engagement Element (EE) - “Engagement Element”

  • For a giving campaign - “Giving Campaign”

  • For an incentive - Name of the incentive's page

  • For a Cause Card and/or PAC Match - Name of the Cause Card page

  • For any other method not listed above - Name of the charity page
Transaction Medium Name

Name for the method used to conduct the transaction

Applicable names listed include:

  • For fundraising - the fundraiser’s name

  • For an EE - the EE’s name

  • For a campaign - the campaign name

  • For an incentive - the incentive program’s name

  • For Cause Card and/or PAC Match - the Cause Card program’s name

  • For all others - the charity’s name
Transaction ID Donation ID/Transaction ID
Payroll Pledge ID The system-generated ID (only applies to Payroll)
Pledge Credit Card ID The system-generated ID for credit card pledges
Is Credit Card Pledge Recurring True/False - Indicates whether the credit card pledge is recurring
Credit Card Pledge Frequency

Applies to credit card pledges

  • Weekly

  • Monthly

  • Quarterly
Recurring Credit Card Pledge Create Date The date the credit card pledge was made in the system
Credit Card Pledge Start Date For credit card pledges: The pledge start date
Credit Card Pledge End Date For credit card pledges: The pledge end date
Payroll Pledge Amount Payroll pledge amount in USD
Is Payroll Pledge Active?

True/False - Indicates whether the payroll pledge is still active in the system.

Note: If someone cancels a payroll pledge before the first change file, it will not be included in the report. If there is at least one change file, it will remain on the report with an inactive status.
Employee Pay Periods

Pay periods for this employee.

Column data is from client HR data.
Total Pay Periods Total pay periods expected to be processed this calendar year for this pledge.
Total Pledge Amount

The total amount of this donation for the calendar year. This amount is based on the date the donation was created.

For Recurring Payroll: This is the total for all pay period transactions in the current calendar year.
Total Pledge Match Amount The total pledge match amount requested for this match.
Total Pay Periods Processed The total pay period amount processed for the year to date (YTD)
Total Pledge Processed Total pledge amount processed for the year to date (YTD)
Total Pledge Match Processed Total pledge match amount processed for the year to date (YTD)
Total Pay Periods Balance Based on employee's pay periods, this is a calculation of remaining pay periods that have not occurred for year to date (YTD).
Total Pledge Balance Based on employee's pay periods, this is a calculation of remaining deductions that have not occurred for year to date (YTD).
Total Pledge Match Balance Based on employee's pay periods, this is a calculation of remaining match amount that has not occurred for year to date (YTD).
Selected Period Pay Periods The number of pay periods included within the date range for which this report was pulled
Selected Period Pledge Amount The total amount for this pledge included within the date range for which this report was pulled
Selected Period Pledge Match Amount The total match amount for this pledge included within the date range for which this report was pulled
Selected Period Pay Periods Processed Total amount of pay periods processed for this pledge included within the date range for which this report was pulled
Selected Period Pledge Amount Processed Total amount processed for this pledge included within the date range for which this report was pulled
Selected Period Pledge Match Amount Processed Selected amount of match processed for this pledge included within the date range for which this report was pulled
Selected Period Pay Periods Balance Number of pay periods for this pledge included within the date range for which this report was pulled
Selected Period Pledge Balance Pledge balance remaining within the date range for which this report was pulled
Selected Period Pledge Match Balance Pledge match balance remaining within the date range for which this report was pulled
Grant Request Status

Identifies the current grant status:

  • Requested

  • Verified

  • Approved

  • Processed

  • Denied

  • Resubmit
Grant Submitted Date The grant request created date
Grant Status Change Date The date of the last action on this match. This remains the same as the submit date until an action is taken.
Donation Verified by Charity Admin True/False - The original donation was verified by a charity admin.
Donation Processing Partner The processing partner that processed this donation
Is Campaign? True/False - This donation was made while the campaign tool was turned on.
Employee Manager Level

Column data is from client HR data.
Employee Comment No longer used
Employee Custom 1

Column data is from client HR data.
Employee Custom 2

Column data is from client HR data.
Employee Custom 3

Column data is from client HR data.
Employee Custom Field 1

Column data is from client HR data.
Employee Custom Field 2

Column data is from client HR data.
Employee Custom Field 3

Column data is from client HR data.
Employee Custom Field 4

Column data is from client HR data.
Employee Custom Field 5

Column data is from client HR data.
Employee Residence Country Code

Employee's country of residence

Column can be null if the codes have not yet been submitted or the employee's residence is outside of the US or Canada.
Employee Residence State Code

Employee's state of residence

Column can be null if the codes have not yet been submitted or the employee's residence is outside of the US or Canada.