Pledge Status Report

Note: Don’t see this? Expect its wider release in a future update.

Tip: We're adding report features from database view to web view. To track details, see Reports to Web View.

The Pledge Status Report details pledge activity that falls within a chosen date range.

From the Details tab, under Report format, you can select the format to use:

  • Format 1 (Prior year payments, current year payments, and write-off history) — Include dates and amounts of original pledges, pledge payments and write-offs made prior to the report start date, payments and write-offs made within the report's date range, and pledge balances.

  • Format 2 (Pledges, payments, and write-offs) — Include dates and amounts of original pledges per the Include pledges made after date on the General tab, outstanding balances from the day before the report's start date, payments and write-offs made within the report's date range, and pledge balances.

From the General tab, under Report type, you can select the type of report to generate:

  • Summary — Include totals of pledge info for each fund.

    Note: The summary version of the report can't include constituent names or address info.

  • Detail — Include constituent names, address info, and pledge info.

Tip: For more information about options for this report, review Gift Types Tab, Addresses Tab, and Format Tab.