PSFS Offering | Reports - Pledge Reports: How to set up and run the Families Without Pledges Report

How to set up and run the Families Without Pledges Report

  1. 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.
      -or-
    • Using the Reports Card, select Pledge.

  2. On the Pledge Reports screen, choose the Fund and then the Families Without Pledges report. You may also mark the option to include people who have made $0 contributions.
  3. Once you have made all of your selections, you may create either an Excel or a PDF file and then save it to your hard drive or print off the report.

  4. The report will open to your screen upon clicking the download button. 
    • PDF File

    • Excel File

 

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