PSFS Offering | Reports - Pledge Reports: How to run a Donor List Report

How to set up and run a Donor List Report

1, Within the Offering module, go to the Pledge Reports page.

    • Using the Navigator Bar on the left, click the carrot next to Reports and then select Pledge from the expanded options.

Using the Reports Card, select Pledge.

2. On the Pledge Reports screen:

    • Type the Fund name or click the carot   to choose the Fund from the drop-down options
    • Select the Pledge Report as Donor List

    • Enter a Start-to-End date range
    • The date range must include the date the pledge started
    • Export report to an Excel or a PDF file to be printed, saved, and viewed

  • The Donor List Report has two sections:
    • Report Summary: The first page of the report will be a summary of the records including a graph that includes how much was pledged, how much was paid, and what the goal was for this time period for this fund.
    • Donor List: The rest of the report is a list of the donors who gave to the selected fund within the date range entered.  Besides donor address information, it includes the start date, pledge frequency, pledge adjustments, amount paid, and the balance.
    • Excel Format


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