The Pledge Drive Report contains a summary of pledges and installment activity. The report lists the total amount pledged, the amount received, the write-off amount, the amount due, pledge count, and installment count. The report also lists detailed pledge information by year and month. You can optionally include specific details on pledge contributors grouped by assigned solicitors.

To open the report...

1. From the CRM Toolbar, select Reports > Built-in Reports.
2. Select the Pledge Drive report from the reports landing page. The Payment Type Report screen appears.

Report Definitions

This report defines the following conditions:

• All pledges for all time are counted.
• The report outlines the following conditions:
  • Pledged Amount
  • Received Amount
  • Write-off Amount
  • Amount Due
  • Pledge Count
  • Installment Count
• Where detailed by Year and Month, the report outlines the following conditions:
  • Year
  • Month
  • Pledged Amount
  • Received Amount
  • Cumulative Pledged
  • Cumulative Received
• Where detailed by Donors, with or without Solicitors, the report outlines the following conditions:
  • Name
  • Pledge Date
  • Installment Count
  • Pledged Amount
  • Received Amount
  • Write Off Amount
  • Amount Due

Report Criteria

There are filtering criteria on the left side of the report window that you can select to determine what conditions include or exclude donors in your report. Criteria labels indicate whether they are to include or exclude information from your report.

If you select any of these criteria, you will need to click the Run Report button on the lower left side of the window to have the report reflect the change in criteria. You may define the following report criteria.

Constituent

Select from the following options by checking the appropriate box:

•  Groups—The Group drop-down field allows you to include or exclude any group in your database. You cannot simultaneously include some groups and exclude others. You must select groups to include or exclude. When you select your groups, the number of groups selected will show within parentheses next to the Groups header.

Gift

Use these criteria to include or exclude any transactions from being considered in your report.

• Campaigns
• Appeals
• Funds
• Batches

Report Output

• The Title automatically populates with your Organization's Name. If you wish to change the Title for this report, you may do so by placing your cursor in the Title field and typing a new title.
  
  NOTE: To permanently modify the Organization Name, users must have the Data-Related Configuration permission to change the Company Name in the General Configuration.
• The Subtitle automatically populates with the report name. If you wish to change the Subtitle for this report, you may do so by placing your cursor in the Subtitle field and typing a new title.
• Show Donor Details optionally displays pledge details for individual contributors.
• Sort Donor Details by Name or Amount
• Show Solicitor segregates pledges by the Solicitor recorded on the donation record.