Legacy Offering - Reports: How to create a past-due pledge report

How to create a past-due pledge report


This Pledge Past Due report enables you to view a list of families and members who have missed at least one payment or have not paid the expected pledge amount.

  1. Click Reports to display the Offering Reports page.

  2. If you manage several organizations, select the organization whose records you want to work with from the Organization list.

  3. From the Category menu, select Pledges. Then, select the Past Due option from the Report menu. The configuration for the Pledger List report is displayed. For example:

  1. To set up the report, complete the following:

    • Starting on the Fund tab, select the fund or funds you want to work with:

      • To select one or more funds individually, select the checkbox next to each fund you want to include in the report.

      • Note: If the fund list is long, try using the column header filters to locate the fund or funds you want to work with.

      • To select all funds, select the checkbox in the header (the checkbox to the left of the Fund#). Then, select the Select all records link to select all funds.

      • Note: Be aware that selecting the All Funds checkbox includes only those funds on the page you are viewing. If you want to include all of your organization’s funds in the report, you must first select the checkbox (you can select it on any setup page). Then, select the Select all records link that displays above the list of funds. 

    • Click Filters to advance to the Filters tab.

      • Note: The two Pledge Type filters, Family and Member are selected by default.

    • If you do not want to apply one of the pre-selected Pledge Type filters, select (to uncheck) the filter you do not want to apply.

  1. To preview the report, click View Statements to open the Report Viewer.

    Note: If the report does not display, check your browser settings to make sure that pop-up settings are enabled. Then, click View Statements again.

As shown in the following illustration, the generated report provides the following information:

  • Name and address of the family or member with the delinquent payment

  • Name of the fund to which the pledge was made

  • Total number of payments made by the family or member as of the date the report was generated

  • Total number of expected payments to date that satisfy the terms of the pledge

  • Total amount of the pledge

  • Payment shortfall amount

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