The Pledge Summary Report contains information on pledges you have entered into Salsa CRM. It also provides projections based on your actual collection rate, or you can enter a proposed collection rate and generate projections based on that figure.
- From the main menu select Reports.
- Highlight Gifts, and then select Pledge Summary.
- The Pledge Summary Report screen will be displayed.
- To project pledge installment payments, select either Use Calculated Pledge Rate (The Calculated Pledge Rate is the percent of pledges actually received versus promised). or Use this Pledge Rate and type the appropriate Rate. The Calculated Rate is based on the number of installments received to date.
- If you chose to use a rate other than the Calculated Rate, select Refresh.
- To save the report, enter the file name in the text box at the bottom of the screen, select the file type from the drop-down menu (All Files, HTML, or Microsoft Excel Files. Click the Save Report button.