Past Due Report

Use the Past Due Report to see which pledge and recurring gift payments are past due as of a date you choose. The report groups past-due amounts by the number of days overdue, helping you prioritize follow-up and improve collections.

In Analysis, Standard Reports, select Pledge and Recurring Gift Reports, then Past Due Report.

You can Edit the report to include pledges, matching gift pledges, and recurring gifts.

Note: If a pledge or installment payment is partially paid, the balance still appears as past due when it meets your other report parameters. Pledges and installments that have been written off don't appear on the report.

When you add or edit a report, from the General tab, under Report type, you can select the type of report to generate:

  • Summary — Include the total past-due amount for each fund.

    Note: The summary version of the report doesn't include constituent names or addresses.

  • Detail — Include constituent names, addresses, and the amount past due.

Tip: For information about how to add, run, or schedule a report, see Standard Reports.