Written-Off 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 Written-Off Report lists all pledges written off during a time period that you define. When you write off a pledge, you indicate that you expect the pledge balance to remain unpaid.

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

  • Summary — Include the total amount written off for each fund.

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

  • Detail — Include constituent names and addresses with pledge write-offs.