The Pledge Status Report is unique in that Salsa CRM emails the report results as a CSV attachment to recipients. This report returns all pledges with any installments due within your chosen date range that were paid, reversed, or written off.

The report columns display information based on the timeframe you selected when you ran the report. If a payment, reversal, or write-off occurred before the configured start date, it does not display in this report.

To run the Pledge Status report...

From the CRM Toolbar, select Reports > Built-in Reports.
Select the Pledge Status report from the reports landing page. The Payment Type Report screen appears.
Enter the Start and End Dates for which you would like to run the report.
Enter the email addresses to whom you would like to send the Pledge Status Report.
Click the Run Report button.
A Message window declares that the report is running and to whom the email will be sent. Select the OK button.

NOTE: Due to the time it can take to produce such a potentially large report, the results do not display in Salsa CRM but rather are packaged in a CSV formatted email attachment as you select the Run Report button.
The email notes whether or not the report finished running and how many rows display in the results.
Recipients can open or save the PledgeStatusReport.csv file with any commercially available spreadsheet software.

Report Definitions

This report defines the following conditions:

The Pledge Status Report results contain installments with due dates in the selected date range; however, the report runs based on all of the pledges in your database.
The Pledge Status Report generates a .csv file listing open pledges and any installments due within the selected date range. The following columns of data display in the Pledge Status Report:

Amount: Total pledge amount
Appeal: The Appeal 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
Amount Paid: This 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 does not include payments made in June.)
Beginning Balance: This shows the beginning balance of the pledge as of the start of the preceding month; 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 assigned to the original pledge.
End Balance: This 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: This 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: This 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: This 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 that occurred in June.)

Report Criteria

This report only filters by date range.

Gift Timeframe

The reporting timeframe depends on a gift's Received Date falling within that range. Select custom date ranges for which you would like to view the report. Please see the Built-in Reports Overview for more information on setting relative or custom date ranges.

Email

Enter the email address of the person to whom you would like to send the Pledge Status Report. Separate multiple emails with a comma.