In This Article:

    Email Reports: Pledge Status Report

    In This Article:

      Email Reports allow you to run longer running reports that will be emailed, instead of displayed on your screen.  This functionality offers you the ease of running large reports in an efficient manner while being able to send them to multiple recipients.  Currently Salsa CRM offers one such report, the Pledge Status Report.

      The Pledge Status Report lists all pledges in your database that had any installments which were due within the selected date range and which were paid, reversed, or written-off.

      1. To launch the Pledge Status Report, select Reports, Email Reports and then Pledge Status Report  from the menu.  The Pledge Status Report window opens.
      2. Enter the Start and End Dates for which you would like to run the report.
      3. Next, enter the email address of the person to whom you would like to send the Pledge Status Report. TIP: You can enter multiple email addresses into this field by separating them with a comma. 
      4. Click the Run Report button.
      5. A Message window will appear stating that the report is running and to whom it will be sent.  Select the OK button. NOTE: Due to the time it can take to produce a report of this size, results will not be returned in Salsa CRM, rather the results are included in a .csv file as an attachment to the email which is sent at the time you select the Run Report button.
      6. The recipient receives the email. The text of the email will note whether or not the report was completed and how many rows are returned in the results.
      7. Open or save the attachment. The PledgeStatusReport.csv file can be opened, and saved, in commercially available spreadsheet software. The Pledge Status Report results reflect payments made in the selected date range, however the report runs based on all of the pledges in your database.   
      8. The following columns of data are returned in the Pledge Status Report:
      • Amount: Total pledge amount
      • Appeal: The Appeal which was assigned to the original pledge.
      • Name: Name of the Donor and, if applicable, Co-Donor
      • Date: Date of the original pledge
      • Fund: Fund Name entered on the original pledge record

        IMPORTANT TO NOTE: The following columns present information based on the starting date of the timeframe you selected when you ran the report. If a payment, reversal, write off, etc. occurred prior to the selected start date, it will not be reflected on this report.

      • Amount Paid: Shows the total amount paid through the end of the previous month and does not include payments made in the current month in which you are running the report. (For example, if you run this report in June, this column will reflect the amount paid through May and will not include payments made in June.)
      • Beginning Balance: Shows the beginning balance of the pledge as of the start of the month previous, it does not include the current month in which you are running the report.  (For example, if you run this report in June, this column will reflect the amount due on pledges as of the start of May.)
      • Campaign: The Campaign which was assigned to the original pledge.
      • End Balance: Shows the amount due through the end of the previous month.
      • Last Month Ending Balance: Reflects the total amount outstanding on the original pledge as of the end of the month previous and does not include the current month in which you are running the report.  (For example, if you run this report in June, this column will reflect the amount due less any payments made through the end of May.)
      • Previous Reversed Amount: Shows the amount of previously reversed payments.  This column will not reflect any reversals which may have occurred in the current month.
      • Previous Reversed Count: Shows the number, or count, of any previously reversed payments.  This column will not reflect any reversals which may have occurred in the current month.
      • Written Off: Shows the total amount written off through the end of the previous month and does not include write offs made in the current month in which you are running the report. (For example, if you run this report in June, it will not reflect write offs which occurred in June.)
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