The Reports Pledge Sub-Menu

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The Reports Pledge Sub-Menu

Which Pledge reports are available varies, depending on the settings in the Pledges tab of Maintenance Main Window Options. And if you uncheck the showing of the Annual Pledge field on the Donor tab of Maintenance Main Window Options, this sub-menu does not appear at all.

 

Note: In Canada when split receipting is used, the donation amounts counted in any of the following reports is the Eligible Amount, not the Total Amount. In all other cases and other countries, the amount is always the donation's Amount or Total Amount field.

 

The following two reports are always available:

 

Current Year Pledges and Totals: If the Pledging Type is Simple Annual Pledge:
Lists all donors with their donation amounts and annual pledge amounts for the current year. Only includes donors who have either a donation amount or a pledge for the current year. See Pledges in DONATION for more information on pledges.
If the Pledging Type is Annual with Start Date and Category, or Multi-Year:
Lists all donors who have pledges, with the pledge start date and category, and the pledge amount, total amount donated in the current year towards the pledge, and outstanding amount (or $0 if the pledge has been fulfilled or even overpaid).

 

Current Donor DetailsShows the pledge information for this donor, plus the list of all donations so far that go towards fulfilling the pledge. Exactly what is shown in this report varies with the pledging type as set in the Pledge tab of Maintenance -> Main Window Options.

 

Note: for both of the reports above, if you have checked the "Pledges are on a fiscal year basis" checkbox in the Pledges tab of Maintenance Main Window Options, the reports are modified to be on a fiscal year basis rather than the standard calendar year basis.

 

The following reports are only available if the Pledging Type is Multi-Year:

 

Multi-Year Pledges and TotalsLists all donors who have pledges, with the pledge start date, number of years and category, the pledge total amount (for all years), the total amount donated (in all years) and the outstanding amount (or $0 if the pledge has been fulfilled or even overpaid).
 
One Start Date PledgesLists all donors with pledges with a specified start date, with their number of years, end date, category, pledge total amount, and total amount donated.

 

Fulfilled Multi-Year PledgesLists all donors with pledges that have been fulfilled (paid entirely), with the pledge start date, number years, latest payment date (which is normally the date on which the pledge was fulfilled, unless there have been excess payments), pledge category, pledge total amount (for all years), and the total amount donated. Sorted in descending order of latest payment date.
This report could be useful for identifying when donors who are paying by pre-authorized payments, who need to have those payments stopped.

 

Future-Year ProjectionsLists all donors with pledges that extend at least into the following year, with their pledge start date and category, their pledge amounts for each of the next 5 years, and overall pledge totals for each of those years.