Create the Delayed Self-Pledge CSV File

1. From any administrator page, select Data Management > Reports.

2. Click the Report Writer tab.

3. Click Create a New Report.

4. From the Report Selection drop-down, select Delayed Self Pledge.

5. Select Delayed Self Pledge Report and click Next.

6. On the Select Report Columns page, remove the selection for the following items from each section:

   • Email: Accept Email

   • Gifts: Date Recorded, Gift Amount

   • Gifts by Donor: Gifts, Unique Donors

   • Gifts by Status: All confirmed Gifts, Total of All Confirmed Gifts, Offline Gifts, Online Gifts, Total Offline Gifts, Total Online Gifts

   • Online Check-in: Offline Fees Paid Amount, Race Number with Check Digit, Online Check-In Flow Step, Online Check-In Status, Online Fees Paid Amount

   • Registration: Registration Date, Self Donor

     Note: Participant Constituent ID must stay selected

   • Registration Amount: Additional Gift Amount, Fees Paid Amount

   • Event: Event Date, Event Goal, Public Event Name

   • Sustaining Gifts: the three Delayed Self-Pledge report columns that will not be used, End Date, Last Payment Date, Next Payment Date, Recurring Pledge Frequency, Recurring Pledge Status

7. From the Biographical Information section, select the Member ID and User Name options.

8. Click Next.

9. On the Report Column Order page, click Next.

10. On the Select Sort Order page, click Next.

11. On the Configure Filters page:

    1. For Registration Active Status, click Edit from the Actions column.

    2. On Filter page, click the Active checkbox and then click Save this filter.

    3. Click Next.

12. On the Identify Report page:

    1. For Report Label, enter a name to identify this report.

    2. For Report Description, enter details that identify the purpose of this report to administrators viewing the Reports and Report Results lists.

    3. For Security Category, leave General selected or select the appropriate option to restrict the availability to run or copy this report to a specific administrator category.

    4. For Report Folder, click the folder in which to store this report, or, create a new folder and put this report in it.

    5. Click Next. displays.

13. On the Report Criteria Summary page, review the information and then click Run Report.

14. On the Edit Run Time Parameters page, click Next.

15. On the Identify Result page, make any necessary modifications and click Next.

16. On the Set Report Schedule page, click Next.

17. On the Share Report Results page, click Next.

18. Scroll to the bottom of the Review Criteria Summary and click Run Report to run the report.

19. When the report completes, click the save icon.

20. In the download window, under the CSV - Comma Separated Values file section, click Download.

    

21. Locate and open the downloaded CSV file (this is often in your Downloads folder on a PC).

22. Rename the column headings as follows:

    Automatic column heading	Change the column headers to these values
    Event	FR_ID
    Internal Event Name	EVENT_NAME
    DSP Pledge Amount Due	DSP_AMOUNT
    Expected Payments	DSP_PAYMENTS
    Sustaining Gift ID	DSP_PLEDGE_ID
    Participant Constituent ID	PART_CONS_ID
    Member ID	PART_MEMBER_ID
    Race Number	PART_RACE_NUMBER
    User Name	PART_USERNAME
    First Name	PART_FIRST_NAME
    Last Name	PART_LAST_NAME
    Email	PART_EMAIL

23. Save the file, then Test the Delayed Self-Pledge CSV file.