View the Pledge Status and Analysis report
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1.
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From Revenue or Fundraising, click Pledge status and analysis under Reports. The Pledge Status and Analysis report page appears. |
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2.
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Select whether to group the pledges included in the report by constituent or designation. |
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3.
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In the Display field, select the type and revenue amount of the pledges to include in the report. For example, to see all pledges with a balance greater than $100.00, you can select to include "All pledges with a balance" and "Greater than $100.00". |
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4.
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In the Date or As of field, select the date criteria of the pledges to include. |
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5.
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To view the results of the report in an expanded form, such as to view information about each pledge's designations or installments, select Display all pledge details. |
Tip: Regardless of whether you select Display all pledge details, you can expand or collapse the report results as necessary.
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6.
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If you group the pledges by constituent, select whether to display contact information for each constituent. |
Tip: To view contact information if you do not select Display constituent contact information, hover over the constituent's name.
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7.
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To generate the report, click View report. The Pledge Status and Analysis report appears. |